Jonathan Maier, financial advisor San Francisco CA

Jonathan Maier

CRD Number: 7462760
Current Firm: Equitable Advisors, LLC

Jonathan Maier (CRD# 7462760) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Francisco, CA and has 1 year 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 Oakland, CA May 2021 - Nov 2021 < 1
Depauw University Greencastle, IN Aug 2017 - May 2021 3
Oakland Parks And Recreation Foundation Oakland, CA Apr 2015 - Apr 2020 5
Oakwood Athletic Club Lafayette, CA Jun 2019 - Jul 2019 < 1
Depauw University Greencastle, IN Feb 2019 - May 2019 < 1
Oakland Technical High School Oakland, CA Aug 2013 - Jun 2017 3
Park Day School Oakland, CA Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Jonathan L. Maier
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
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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