Jorge Vazquez, financial advisor Ocala FL

Jorge Vazquez

CRD Number: 6271355
Current Firm: Equitable Advisors, LLC

Jorge Vazquez (CRD# 6271355) is an Investment Advisor Representative working at Equitable Advisors, LLC in Ocala, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jan 2024 - Current < 1
Cetera Investment Advisers LLC Ocala, FL Jun 2019 - Jan 2024 4
Cetera Investment Services LLC St. Cloud, MN Jun 2019 - Jan 2024 4
Regions Bank Ocala, FL May 2019 - Jan 2024 4
M&t Securities, Inc. Ithaca, NY Dec 2016 - May 2019 2
Axa Advisors, LLC New York, NY Nov 2013 - Dec 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jorge L. Vazquez
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • GA
  • IL
  • MD
  • NY
  • PA
  • PR
  • SC
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
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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