Jeffrey McIntosh (CRD# 7315304) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lake Forest Park, WA and has over 3 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Jan 2021 - Current | 3 |
Big Cartel Tea | Lake Forest Park, WA | Oct 2020 - Current | 3 |
Patreon | San Francisco, CA | Mar 2020 - Current | 4 |
United States Census Bureau | Pasadena, CA | Aug 2020 - Sep 2020 | < 1 |
Denong Tea Inc. | Pasadena, CA | Mar 2018 - Mar 2020 | 2 |
Teabook | Bellevue, WA | May 2015 - Mar 2019 | 3 |
Mcintosh Tea, LLC | Seattle, WA | Mar 2010 - Mar 2017 | 7 |
Smacha Tea Corporation | Bellevue, WA | May 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2021 |
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- AL
- AK
- AZ
- CA
- FL
- GA
- MD
- MI
- MT
- NY
- OR
- UT
- WA
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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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