Jay Kaplan Email & Phone Number

I started my career at Smith Barney in 2003 on the Research side of the business in New York City. I gained a vast knowledge of the industry and had the chance to work with Financial Advisors on different types of planning opportunities. I left Smith Barney to join AXA Equitable as an internal wholesaler in 2004 for an opportunity to be more on the sales side of the industry. I became an External Wholesaler with AXA in 2005 in St. Louis, MO and then was ultimately transferred to a bigger territory in Dallas in 2009. I have worked with all channels of distribution (Wirehouses, Independents, Banks) across 15 states in my wholesaling career and now am fortunate enough to be covering just the Dallas/Ft. Worth Metroplex with very little travel. I really enjoy the interactions that I get to have on a daily basis with my financial advisors and the interpersonal relationships I have been able to build over the years with my clients, most of which I view more as friends at this point in my career. Equitable has been an amazing place to work and I look forward to continued success and growth in my career!

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  Regional Vice President

  Equitable

  Dec 2003 - Present - Dallas/Fort Worth Area

  The named individual is a registered representative of Equitable Distributors, LLC (Equitable Distributors Insurance Agency, LLC in CA; Equitable Distributors Insurance Agency of Utah, LLC in UT) and an agent of Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), and Equitable Financial Life Insurance Company of America (Equitable America) an AZ stock company. EOE M/F/D/V. CA Ins. Lic.#0G95646

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  University Of Michigan

  Psychology And Political Science