Jesse YoskowitzCRD Number: 6865865
Current Firm: Equitable Advisors, LLC
Jesse Yoskowitz (CRD# 6865865) is an Investment Advisor Representative working at Equitable Advisors, LLC in Melville, NY and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Cetera Investment Advisers LLC
American Portfolios Advisors, Inc.
|Equitable Advisors, LLC||New York, NY||May 2018 - Current||5|
|Axa Advisors, LLC||New York, NY||May 2018 - Jun 2020||2|
|Henry Schein||Woodbury, NY||Jun 2017 - May 2018||< 1|
|Limitless Group||Woodbury, NY||Dec 2014 - Jun 2017||2|
|Lee & Associates||New York, NY||Sep 2013 - Dec 2014||1|
|Baruch College||New York, NY||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S65||NASAA Investment Advisors Law Examination||May 2022|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management27,251MILLIONS
Total Number of Accounts77,076ACCOUNTS
Average Account Value$353,557
- 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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