Jay Kaplan

Jay Kaplan Email and Phone Number

Regional Vice President at Equitable @ Equitable
new york, new york, united states
Jay Kaplan's Location
Dallas-Fort Worth Metroplex, United States
Jay Kaplan's Contact Details

Jay Kaplan personal email

n/a
About Jay Kaplan

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!

Jay Kaplan's Current Company Details
Equitable

Equitable

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Regional Vice President at Equitable
new york, new york, united states
Employees:
1973
Jay Kaplan Work Experience Details
  • Equitable
    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

Jay Kaplan Education Details

Frequently Asked Questions about Jay Kaplan

What company does Jay Kaplan work for?

Jay Kaplan works for Equitable

What is Jay Kaplan's role at the current company?

Jay Kaplan's current role is Regional Vice President at Equitable.

What is Jay Kaplan's email address?

Jay Kaplan's email address is jk****@****ing.com

What schools did Jay Kaplan attend?

Jay Kaplan attended University Of Michigan.

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