Jaime Ablaza, financial advisor Dallas TX

Jaime Ablaza

CRD Number: 1286432
Current Firm: Equitable Advisors, LLC

Jaime Ablaza (CRD# 1286432) is an Investment Advisor Representative working at Equitable Advisors, LLC in Dallas, TX and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Sep 1999 - Current 22
Axa Advisors, LLC New York, NY Sep 1999 - Jun 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Jaime A. Ablaza
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • FL
  • GA
  • NJ
  • NY
  • OH
  • PA
  • TX
  • VA
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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