Daniel
Jang

Equitable Advisors, LLC

CRD#6922420
Investment Advisor
in Bellevue, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Jang is a financial advisor based in Bellevue, Washington, working with Equitable Advisors, LLC. Daniel has previously held positions at Ups Store, Cascade Rehabilitation LLC, Qdoba Mexican Grill, University Of Washington, Edmond's Community College, Axa Advisors, LLC, and Equitable Advisors, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Florida, Idaho, Michigan, New Jersey, New York, Ohio, Oregon, and Washington. Currently, Daniel is part of Equitable Advisors, LLC, which operates out of Bellevue, Washington. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

10500 Ne 8Th Street Suite 1600
Bellevue, WA 98004

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$29,776,092,676

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

5,565

WA Average: 88
Total Number of Accounts

79,686

WA Average: 3,892
Average Account Size

$373,668

WA 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

Daniel Jang Work History

2018 - Present (6 years)

Equitable Advisors, LLC

2018 - 2020 (2 years)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

Cascade Rehabilitation LLC

2016 - 2018 (2 years)

University Of Washington

2014 - 2018 (4 years)

Ups Store

2013 - 2016 (3 years)

Edmond'S Community College

2012 - 2014 (2 years)

Qdoba Mexican Grill

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Jang 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

Christopher Brockett
Shelton, CT
Caleb Bennett
Erie, PA
Randy Watkins
Conshohocken, PA
Joshua Best
Falls Church, VA
Joseph Franchi
Wellesley Hills, MA
Adrian Peralta
Columbia, MD
Michael Lopes
Rochester, NY
Noah Brown
Loveland, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started