Jake Jones
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Jake Jones Email & Phone Number

Financial Advisor at Equitable Advisors
Location: New York, New York, United States 4 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Equitable Advisors
Role
Financial Advisor
Location
New York, New York, United States
Company size
3118 employees

Who is Jake Jones? Overview

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Quick answer

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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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
Equitable Advisors
Financial Advisor
Website
equitable.com
Employees
3118
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Company profile
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4 roles

Jake Jones work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Equitable Advisors

New York, New York, United States

Helping individuals achieve financial goals through personalized planning, investment management, risk mitigation, and tax-efficient wealth strategies.

Jul 2024 - Present

Sales Assistant

Current
Russ Lyon Sotheby'S International Realty

-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

Nov 2018 - Present

Risk Management Consultant

Copra Risk Analysis

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

May 2023 - Jul 2023

Alpha Edison

Alpha Edison

Los Angeles California

  • 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 →

RD Raphael Davy Raphael Davy Colleague at Equitable Advisors Atlanta Metropolitan Area, United States View → CM Cynthia Meyer Cynthia Meyer Colleague at Equitable Advisors New York, New York, United States, United States View → MW Matthew Whiting Matthew Whiting Colleague at Equitable Advisors East Amherst, New York, United States, United States View → HV Haydee V. Haydee V. Colleague at Equitable Advisors Schenectady, New York, United States, United States View → AH Aaron Haverdink Aaron Haverdink Colleague at Equitable Advisors Orange City, Iowa, United States, United States View → DS Dalip Sahansra Dalip Sahansra Colleague at Equitable Advisors Melville, New York, United States, United States View → ZS Zachary Schillinger Zachary Schillinger Colleague at Equitable Advisors St Paul, Minnesota, United States, United States View → KK Kenneth Kohn Kenneth Kohn Colleague at Equitable Advisors United States, United States View → LS Luca Saponieri Luca Saponieri Colleague at Equitable Advisors New York City Metropolitan Area, United States View → JO James O’Brien James O’Brien Colleague at Equitable Advisors United States, United States View →
3 education records

Jake Jones education

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, 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 Raphael Davy, Cynthia Meyer, Matthew Whiting, Haydee V., and Aaron Haverdink.

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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