Financial Consultant At Equitable Advisors, Llc
Current
Jan 2020 - Present
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Jeffrey Kerr Email & Phone Number
Financial Consultant at Equitable Advisors
at
Equitable Advisors
1 work email found
@equitable.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant at Equitable Advisors
Location
Grand Rapids, Michigan, United States
Company size
Who is Jeffrey Kerr? Overview
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Quick answer
Jeffrey Kerr is listed as Financial Consultant at Equitable Advisors at Equitable Advisors, a with 3118 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Jeffrey Kerr.
Jeffrey Kerr previously worked as Financial Consultant at Equitable Advisors, LLC at Equitable Advisors and Financial Consultant at Axa Advisors, Llc. Jeffrey Kerr holds Bachelor'S Degree, Finance, Business Administration from Western Michigan University.
Company email context
Email format at Equitable Advisors
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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for Jeffrey Kerr. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Kerr
My areas of concentration are retirement planning, wealth management, and tax reduction strategies. My team and I assist and help clients determine what their needs and objectives are and through Equitable Advisors and our numerous affiliations, help them formulate a course of action, which enables them to maximize their investments, while reducing their downside risk.Having spent over 17 years of my professional career in management and corporate accounting roles, I have an intimate knowledge of corporate budgeting and financial analysis. This enables me to assist and relate to business owners and managers on a more strategic and personal level.
Listed skills include Retirement Planning Services, Wealth Management, Tax Efficient Investment Strategies, Annuity Investment Strategies, and 7 others.
Current workplace
Jeffrey Kerr's current company
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Equitable Advisors
5 roles
Jeffrey Kerr work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Personal services include:• Retirement Planning• Wealth Management• Tax-Efficient Investing Strategies• Estate Planning Strategies• Education Saving Strategies• Life insurance Planning Business services include:• Business Succession• Deferred Compensation Strategies• Retirement Planning Strategies• Tax-Efficient Investing Strategies
May 2014 - Jan 2020
Financial Analyst/It Manager
Feb 2007 - Oct 2014
It Manager
Feb 2000 - Dec 2006
Senior Accountant
Feb 1997 - Jan 2000
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
RT
Roger Taylor
Colleague at Equitable AdvisorsRocky Mount, North Carolina, United States
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AC
Ali Chaudhry
Colleague at Equitable AdvisorsWoodbridge, New Jersey, United States
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DW
Douglas Wood
Colleague at Equitable AdvisorsUnited States
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JW
Justin Weinberger
Colleague at Equitable AdvisorsJersey City, New Jersey, United States
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GK
Greg Krewson
Colleague at Equitable AdvisorsDallas, Texas, United States
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MD
Marc D. Drew, Chfc
Colleague at Equitable AdvisorsSalt Lake City, Utah, United States
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CS
Chris Schoenfelder
Colleague at Equitable AdvisorsSellersburg, Indiana, United States
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JR
Jonathon Read
Colleague at Equitable AdvisorsGreater Boston, United States
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KB
Kaila Baker
Colleague at Equitable AdvisorsUnited States
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SV
Stuart Valen
Colleague at Equitable AdvisorsPittsburgh, Pennsylvania, United States
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Roger Taylor
Colleague at Equitable AdvisorsRocky Mount, North Carolina, United States
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AC
Ali Chaudhry
Colleague at Equitable AdvisorsWoodbridge, New Jersey, United States
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DW
Douglas Wood
Colleague at Equitable AdvisorsUnited States
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JW
Justin Weinberger
Colleague at Equitable AdvisorsJersey City, New Jersey, United States
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GK
Greg Krewson
Colleague at Equitable AdvisorsDallas, Texas, United States
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MD
Marc D. Drew, Chfc
Colleague at Equitable AdvisorsSalt Lake City, Utah, United States
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CS
Chris Schoenfelder
Colleague at Equitable AdvisorsSellersburg, Indiana, United States
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JR
Jonathon Read
Colleague at Equitable AdvisorsGreater Boston, United States
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KB
Kaila Baker
Colleague at Equitable AdvisorsUnited States
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SV
Stuart Valen
Colleague at Equitable AdvisorsPittsburgh, Pennsylvania, United States
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2 education records
Jeffrey Kerr education
Bachelor'S Degree, Finance, Business Administration
Western Michigan University
Education record
FAQ
Frequently asked questions about Jeffrey Kerr
Quick answers generated from the profile data available on this page.
What company does Jeffrey Kerr work for?
Jeffrey Kerr works for Equitable Advisors.
What is Jeffrey Kerr's role at Equitable Advisors?
Jeffrey Kerr is listed as Financial Consultant at Equitable Advisors at Equitable Advisors.
What is Jeffrey Kerr's email address?
AeroLeads has found 1 work email signal at @equitable.com for Jeffrey Kerr at Equitable Advisors.
Where is Jeffrey Kerr based?
Jeffrey Kerr is based in Grand Rapids, Michigan, United States while working with Equitable Advisors.
What companies has Jeffrey Kerr worked for?
Jeffrey Kerr has worked for Equitable Advisors, Axa Advisors, Llc, Pleune Service Company, and Chemical Bank.
Who are Jeffrey Kerr's colleagues at Equitable Advisors?
Jeffrey Kerr's colleagues at Equitable Advisors include Roger Taylor, Ali Chaudhry, Douglas Wood, Justin Weinberger, and Greg Krewson.
How can I contact Jeffrey Kerr?
You can use AeroLeads to view verified contact signals for Jeffrey Kerr at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Kerr attend?
Jeffrey Kerr holds Bachelor'S Degree, Finance, Business Administration from Western Michigan University.
What skills is Jeffrey Kerr known for?
Jeffrey Kerr is listed with skills including Retirement Planning Services, Wealth Management, Tax Efficient Investment Strategies, Annuity Investment Strategies, Estate Planning Services, Life Insurance Planning, Financial Analysis, and Investment Advisory Services.
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