Jacqueline Vermette, financial advisor Kalamazoo MI

Jacqueline Vermette

CRD Number: 7061780
Current Firm: Equitable Advisors, LLC

Jacqueline Vermette (CRD# 7061780) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kalamazoo, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Nov 2021 - Current < 1
Unemployed Kalamazoo, MI Dec 2020 - Nov 2021 < 1
Minnesota Life Insurance Company St Paul, MN Jun 2020 - Dec 2020 < 1
Securian Financial Services Inc. St Paul, MN Jun 2020 - Dec 2020 < 1
Securian Financial Advisors Of Great Lakes Novi, MI Jun 2020 - Dec 2020 < 1
Unemployed Kalamzoo, MI Mar 2020 - May 2020 < 1
Oppenheimer & Company, Inc. Kalamazoo, MI Jan 2019 - Feb 2020 1
Unemployed Kalamzoo, MI Nov 2018 - Jan 2019 < 1
Veteran Affairs Medical Center Battle Creek/ Grand Rapids, MI Oct 2015 - Nov 2018 3
Southern Michigan Orthopaedics/ Bronson Hospital Battle Creek, MI Feb 2013 - Oct 2015 2
Olive Garden Restaurant Portage, MI Apr 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2020
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jacqueline M. Vermette
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    27,972
    MILLIONS
  • Total Number of Accounts
    70,048
    ACCOUNTS
  • Average Account Value
    $399,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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