Jacob Aaron (CRD# 7278776) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irmo, SC and has over 3 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Aug 2020 - Current | 3 |
| Unemployed | Irmo, SC | May 2020 - Aug 2020 | < 1 |
| North Greenville University | Tigerville, SC | Aug 2016 - May 2020 | 3 |
| North Greenville University | Tigerville, SC | Sep 2018 - Mar 2020 | 1 |
| Cliffs At Glassy Golf | Landrum, SC | Aug 2019 - Jan 2020 | < 1 |
| Outdoor Underwriters | Columbia, SC | Jun 2019 - Aug 2019 | < 1 |
| Amazon | West Columbia, SC | May 2017 - Jul 2017 | < 1 |
| Lexington Richland 5 School System | Irmo, SC | Aug 2005 - Aug 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- GA
- NY
- NC
- SC
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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