Jamie Winger, financial advisor Lakewood CO

Jamie Winger

CRD Number: 6721527
Current Firm: Equitable Advisors, LLC

Jamie Winger (CRD# 6721527) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lakewood, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Feb 2017 - Current 4
Axa Advisors, LLC New York, NY Feb 2017 - Jun 2020 3
Lyft Denver, CO Oct 2016 - Aug 2019 2
Uber Denver, CO Aug 2016 - Aug 2019 3
University Of Co Denver Denver, CO Jan 2011 - Jul 2016 5
Consultant (self-employed ) Arvada, CO Jun 2011 - Feb 2016 4
Hemogenix Colorado Springs, CO Jan 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Jamie Winger
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AZ
  • CO
  • WA
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
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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