Financial Consultant
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jake Freeman Email & Phone Number
Financial Consultant
at
Equitable Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Consultant
Location
New York, United States
Company size
Who is Jake Freeman? Overview
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Quick answer
Jake Freeman is listed as Financial Consultant at Equitable Advisors, a with 3118 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Jake Freeman.
Jake Freeman previously worked as Operations Analyst at Newtekone (Nasdaq: Newt) and Business Analyst Intern at Levent.Io. Jake Freeman studied at University Of Michigan.
Company email context
Email format at Equitable Advisors
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Equitable Advisors
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Profile bio
About Jake Freeman
Jake Freeman is a Financial Consultant at Equitable Advisors.
Current workplace
Jake Freeman's current company
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Equitable Advisors
4 roles
Jake Freeman work experience
A career timeline built from the work history available for this profile.
Operations Analyst
Partnered with management to assist in evaluating integration opportunities and other key areas of growth potential for Newtek Merchant Services. Created and reported on sales referrals including channel segmentation. Supported key projects related to merchant terminal aging and customer pricing
Jun 2023 - Aug 2023
Business Analyst Intern
Levent.Io
Worked alongside the VP of Levent.io to help launch their new Flash App into the U.S market. Conducted industry research and helped create and form content to better target their intended audience. Helped to identify and solve critical business issues within initial versions of the app.
May 2022 - Jul 2022
Counselor
Jun 2018 - Aug 2019
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
MB
Michelle Brockman
Colleague at Equitable AdvisorsGreater Cleveland, United States
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AL
Aaron Lekarz, Cdfa®
Colleague at Equitable AdvisorsColumbia, Maryland, United States
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EM
Ethan Machon
Colleague at Equitable AdvisorsConway, Massachusetts, United States
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JH
John Heddens, Cfp®
Colleague at Equitable AdvisorsFort Collins, Colorado, United States
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CC
Charles Cutter
Colleague at Equitable AdvisorsGreater Seattle Area, United States
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BT
Bert Takita
Colleague at Equitable AdvisorsHonolulu County, Hawaii, United States
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CS
Cole Stedman
Colleague at Equitable AdvisorsUnited States
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KB
Kitty Blincoe
Colleague at Equitable AdvisorsLos Angeles, California, United States
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WR
William Recanatini
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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EA
Eyad Abdelaziz
Colleague at Equitable AdvisorsPaterson, New Jersey, United States
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Michelle Brockman
Colleague at Equitable AdvisorsGreater Cleveland, United States
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AL
Aaron Lekarz, Cdfa®
Colleague at Equitable AdvisorsColumbia, Maryland, United States
View →
EM
Ethan Machon
Colleague at Equitable AdvisorsConway, Massachusetts, United States
View →
JH
John Heddens, Cfp®
Colleague at Equitable AdvisorsFort Collins, Colorado, United States
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CC
Charles Cutter
Colleague at Equitable AdvisorsGreater Seattle Area, United States
View →
BT
Bert Takita
Colleague at Equitable AdvisorsHonolulu County, Hawaii, United States
View →
CS
Cole Stedman
Colleague at Equitable AdvisorsUnited States
View →
KB
Kitty Blincoe
Colleague at Equitable AdvisorsLos Angeles, California, United States
View →
WR
William Recanatini
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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EA
Eyad Abdelaziz
Colleague at Equitable AdvisorsPaterson, New Jersey, United States
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1 education record
Jake Freeman education
FAQ
Frequently asked questions about Jake Freeman
Quick answers generated from the profile data available on this page.
What company does Jake Freeman work for?
Jake Freeman works for Equitable Advisors.
What is Jake Freeman's role at Equitable Advisors?
Jake Freeman is listed as Financial Consultant at Equitable Advisors.
Where is Jake Freeman based?
Jake Freeman is based in New York, United States while working with Equitable Advisors.
What companies has Jake Freeman worked for?
Jake Freeman has worked for Equitable Advisors, Newtekone (Nasdaq: Newt), Levent.Io, and Tyler Hill Camp.
Who are Jake Freeman's colleagues at Equitable Advisors?
Jake Freeman's colleagues at Equitable Advisors include Michelle Brockman, Aaron Lekarz, Cdfa®, Ethan Machon, John Heddens, Cfp®, and Charles Cutter.
How can I contact Jake Freeman?
You can use AeroLeads to view verified contact signals for Jake Freeman at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jake Freeman attend?
Jake Freeman studied at University Of Michigan.
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