Financial Advisor
CurrentHelping individuals achieve financial goals through personalized planning, investment management, risk mitigation, and tax-efficient wealth strategies.
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Jake Jones is listed as Financial Advisor at Equitable Advisors, a company with 3118 employees, based in New York, 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.
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Jake Jones is a Financial Advisor at Equitable Advisors.
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New York, New York, United States
Helping individuals achieve financial goals through personalized planning, investment management, risk mitigation, and tax-efficient wealth strategies.
-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
Barcelona, Catalonia, Spain
- 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
Los Angeles California
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Raphael Davy
Colleague at Equitable Advisors
Atlanta Metropolitan Area, United States
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Cynthia Meyer
Colleague at Equitable Advisors
New York, New York, United States, United States
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Matthew Whiting
Colleague at Equitable Advisors
East Amherst, New York, United States, United States
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Haydee V.
Colleague at Equitable Advisors
Schenectady, New York, United States, United States
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Aaron Haverdink
Colleague at Equitable Advisors
Orange City, Iowa, United States, United States
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Dalip Sahansra
Colleague at Equitable Advisors
Melville, New York, United States, United States
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Zachary Schillinger
Colleague at Equitable Advisors
St Paul, Minnesota, United States, United States
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Kenneth Kohn
Colleague at Equitable Advisors
United States, United States
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Luca Saponieri
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
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James O’Brien
Colleague at Equitable Advisors
United States, United States
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Jake Jones works for Equitable Advisors.
Jake Jones is listed as Financial Advisor at Equitable Advisors.
Jake Jones is based in New York, New York, United States while working with Equitable Advisors.
Jake Jones has worked for Equitable Advisors, Russ Lyon Sotheby'S International Realty, Copra Risk Analysis, and Alpha Edison.
Jake Jones's colleagues at Equitable Advisors include Raphael Davy, Cynthia Meyer, Matthew Whiting, Haydee V., and Aaron Haverdink.
You can use AeroLeads to view verified contact signals for Jake Jones at Equitable Advisors, including work email, phone, and LinkedIn data when available.
Jake Jones holds Eller College Of Management from University Of Arizona.
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