Jared
Weber

Equitable Advisors, LLC

CRD#7287596
Investment Advisor
in Bluffton, SC

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About this Advisor

Jared Weber is a financial advisor operating out of Bluffton, South Carolina who has 3 years of industry experience. Weber works at Equitable Advisors, LLC. Throughout their career, Weber has worked at Equitable Advisors, LLC, Clemson Student Affairs, Fair Lawn Board Of Education and Clemson University. Weber maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia, New Jersey, North Carolina and South Carolina. Equitable Advisors, LLC is an advisory business that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 financial advisors. It controls $25 billion in assets under management among its 75,222 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have at least $1 million in assets. Equitable Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the financial services. However, fee types charged by Equitable Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bluffton, SC

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

SC Average: $7,464,549,021
Total Number of Employees

5,251

SC Average: 88
Total Number of Accounts

75,222

SC Average: 3,892
Average Account Size

$326,438

SC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jared Weber Work History

Jared has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Clemson Student Affairs

2016 - 2018 (2 years)

Fair Lawn Board Of Education

2016 - 2020 (4 years)

Clemson University

2005 - 2016 (11 years)

Fair Lawn Board Of Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jared Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equitable Advisors, LLC

Kyle Lynch
Dallas, TX
Matthew Turner
Syracuse, NY
Matthew Chirico
Stamford, CT
Sean Dambaugh
Mount Pleasant, SC
Stephen Curlee
Franklin, TN
Karan Mirchandani
New York, NY
Jeffrey Desmarais
Shelton, CT
Willie Myles
Cary, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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