Jonathan
Gratz

Equitable Advisors, LLC

CRD#6470271
Investment Advisor
in Bellevue, WA

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About this Advisor

Jonathan Gratz is a financial advisor based in Bellevue, Washington, working with Equitable Advisors, LLC. Jonathan has previously held positions at Edward Jones, Aramark Uniform Services, Axa Advisors, LLC, and Equitable Advisors, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Idaho, Montana, Oregon, and Washington. Currently, Jonathan 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

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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

Jonathan Gratz Work History

2016 - Present (8 years)

Equitable Advisors, LLC

2016 - 2020 (4 years)

Axa Advisors, LLC

2015 - 2016 (1 year)

Edward Jones

2011 - 2015 (4 years)

Aramark Uniform Services

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Disclosures

Please visit the SEC profile of Jonathan Gratz 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.

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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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