Financial Advisor
CurrentHelping individuals achieve financial goals through personalized planning, investment management, risk mitigation, and tax-efficient wealth strategies.
Jul 2024 - Present
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Jake Jones Email & Phone Number
Financial Advisor
at
Equitable Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
New York, United States
Company size
Who is Jake Jones? Overview
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Quick answer
Jake Jones is listed as Financial Advisor at Equitable Advisors, a with 3118 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Jake Jones.
Jake Jones previously worked as Sales Assistant at Russ Lyon Sotheby'S International Realty and Risk Management Consultant at Copra Risk Analysis. Jake Jones holds Eller College Of Management from University Of Arizona.
Company email context
Email format at Equitable Advisors
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Equitable Advisors
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Profile bio
About Jake Jones
Jake Jones is a Financial Advisor at Equitable Advisors.
Current workplace
Jake Jones's current company
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Equitable Advisors
4 roles
Jake Jones work experience
A career timeline built from the work history available for this profile.
Sales Assistant
-Observe and assist in the sale of over one hundred million dollars in single family residences refining negotiation techniques-Diagnose clients’ needs and desires related to purchasing a home
Risk Management Consultant
Copra Risk Analysis
- Calculate Risk for clients to determine success probabilities of prospective companies- Utilized CRM database for new client acquisitions- Assisted senior partners in the development of different marketing strategies to acquire new clients
May 2023 - Jul 2023
Alpha Edison
• Analyze prospective companies and entrepreneurs to determine likelihood of success • Consolidate Alpha Edison’s data regarding financials and information for LPs and PortCos• Define new market trends for early adoption in companies’ portfolio
May 2022 - Sep 2022
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
JG
John Gaimari
Colleague at Equitable AdvisorsElmwood Park, Illinois, United States
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DR
Dale Rettenmeier
Colleague at Equitable AdvisorsIowa City-Cedar Rapids Area, United States
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JP
Joseph Pishotti
Colleague at Equitable AdvisorsSyracuse, New York, United States
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JC
Justin Carlson
Colleague at Equitable AdvisorsSecaucus, New Jersey, United States
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BA
Blake Atkin
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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RS
Ruslan Shilov
Colleague at Equitable AdvisorsKyiv, Kyiv City, Ukraine
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SS
Suzanne Sharp, Mba
Colleague at Equitable AdvisorsGreater Chicago Area, United States
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MK
Maggie Kays
Colleague at Equitable AdvisorsUnited States
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EH
Emily Herrera
Colleague at Equitable AdvisorsUnited States
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SH
Scott Hernandez
Colleague at Equitable AdvisorsDallas-Fort Worth Metroplex, United States
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John Gaimari
Colleague at Equitable AdvisorsElmwood Park, Illinois, United States
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DR
Dale Rettenmeier
Colleague at Equitable AdvisorsIowa City-Cedar Rapids Area, United States
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JP
Joseph Pishotti
Colleague at Equitable AdvisorsSyracuse, New York, United States
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JC
Justin Carlson
Colleague at Equitable AdvisorsSecaucus, New Jersey, United States
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BA
Blake Atkin
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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RS
Ruslan Shilov
Colleague at Equitable AdvisorsKyiv, Kyiv City, Ukraine
View →
SS
Suzanne Sharp, Mba
Colleague at Equitable AdvisorsGreater Chicago Area, United States
View →
MK
Maggie Kays
Colleague at Equitable AdvisorsUnited States
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EH
Emily Herrera
Colleague at Equitable AdvisorsUnited States
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SH
Scott Hernandez
Colleague at Equitable AdvisorsDallas-Fort Worth Metroplex, United States
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3 education records
Jake Jones education
Eller College Of Management
Economics
High School Diploma
FAQ
Frequently asked questions about Jake Jones
Quick answers generated from the profile data available on this page.
What company does Jake Jones work for?
Jake Jones works for Equitable Advisors.
What is Jake Jones's role at Equitable Advisors?
Jake Jones is listed as Financial Advisor at Equitable Advisors.
Where is Jake Jones based?
Jake Jones is based in New York, United States while working with Equitable Advisors.
What companies has Jake Jones worked for?
Jake Jones has worked for Equitable Advisors, Russ Lyon Sotheby'S International Realty, Copra Risk Analysis, and Alpha Edison.
Who are Jake Jones's colleagues at Equitable Advisors?
Jake Jones's colleagues at Equitable Advisors include John Gaimari, Dale Rettenmeier, Joseph Pishotti, Justin Carlson, and Blake Atkin.
How can I contact Jake Jones?
You can use AeroLeads to view verified contact signals for Jake Jones at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jake Jones attend?
Jake Jones holds Eller College Of Management from University Of Arizona.
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