J
Gilbert
Equity Services, Inc
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About this Advisor
J Gilbert is a financial advisor based in Easton, Pennsylvania, working with Equity Services, Inc. J has previously held positions at National Life, Lpl Financial, Flagship Harbor Advisors, LLC, and Equity Services, Inc. J has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Vermont. Currently, J is part of Equity Services, Inc, which operates out of Easton, Pennsylvania. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
J Gilbert Work History
Equity Services, Inc
National Life
Flagship Harbor Advisors, LLC
Lpl Financial
Disclosures
Please visit the SEC profile of J Gilbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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