Jerry Chan Email & Phone Number
Who is Jerry Chan? Overview
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Jerry Chan is listed as Financial Advisor at Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in Melville, New York, United States. AeroLeads shows a matched LinkedIn profile for Jerry Chan.
Jerry Chan previously worked as Financial Advisor at Equitable Advisors and Diversity Program Leadership Network at Broadridge Financial Services. Jerry Chan holds Bachelor Of Science - Bs, Finance, Business Management from Stony Brook University.
Email format at Equitable Advisors
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About Jerry Chan
As a financial advisor at Equitable Advisors, my goal is to provide successful executives, business owner's and families with a level of care that I would give to my closest friends and family. In a world of uncertainties, it's important for us to able to account for the unaccounted for. Whether that be the sudden loss of income due to an unfortunate accident, planning to fund your child's college education, to ensuring you have the nest egg you need at retirement. As a fiduciary, my priority lies with my clients. We build long lasting relationships based on the value we are able to provide, with wealth accumulation methods, the preservation and protection of assets with insurance, tax-mitigation strategies, as well as retirement and estate planning services. Feel free to reach out to jerry.chan@equitable.com or (631) 385-5475 if you have any questions, or to set up a consultation!
Jerry Chan's current company
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Jerry Chan work experience
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Diversity Program Leadership Network
-I served a year-long externship with Broadridge Financial Solutions under Senior Finance Director Michael Quinn.-Worked with the Stony Brook Career Center to attend events and learned how to market myself and acquired valuable skills such as networking and interpersonal communication. -Attended Broadridge site visit to learn about the operations behind.
Restaurant Manager
-Handled hundreds of dollars of transactions on a daily basis and helped with catering orders.-Monitored budgets and inventory, and reviewed financial transactions to ensure that expenditures were authorized and budgeted.
File Clerk
Maintained the office's records and performed various administrative and archival tasks such as storing files in alphabetical/numerical order, managing databases, photocopying, and delivering files to staff.
Intern
-Taught by my mentor about the legal system and learned about historic Supreme Court proceedings.-Prepared affidavits or other documents, such as legal correspondence, and organized and maintained records in a paper filing system.
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Anthony Dipasquale
Colleague at Equitable Advisors
Buffalo-Niagara Falls Area, United States
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RJ
Rafael J. Llera-Ortíz, Cfp®, Clu®, Ricp®, Cas®
Colleague at Equitable Advisors
Puerto Rico, Puerto Rico
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WK
Whitney Key
Colleague at Equitable Advisors
Fort Worth, Texas, United States, United States
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GC
Gary Clancy, Cfp®
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
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DM
Dylan Mcdonald
Colleague at Equitable Advisors
Dallas-Fort Worth Metroplex, United States
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AB
Anthony Bouvy
Colleague at Equitable Advisors
Webster, New York, United States, United States
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LE
Lorin Elizalde
Colleague at Equitable Advisors
Austin, Texas Metropolitan Area, United States
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PC
Peter Cavazos
Colleague at Equitable Advisors
Richmond, Virginia, United States, United States
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BP
Benjamin Park
Colleague at Equitable Advisors
New York, New York, United States, United States
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DB
Danielle Bishop
Colleague at Equitable Advisors
Troy, Michigan, United States, United States
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Jerry Chan education
Bachelor Of Science - Bs, Finance, Business Management
Education record
Frequently asked questions about Jerry Chan
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What company does Jerry Chan work for?
Jerry Chan works for Equitable Advisors.
What is Jerry Chan's role at Equitable Advisors?
Jerry Chan is listed as Financial Advisor at Equitable Advisors at Equitable Advisors.
Where is Jerry Chan based?
Jerry Chan is based in Melville, New York, United States while working with Equitable Advisors.
What companies has Jerry Chan worked for?
Jerry Chan has worked for Equitable Advisors, Broadridge Financial Services, Tao'S Dimsum And Noodle, A Woman'S Way, Llc, and Scott Lockwood Esq..
Who are Jerry Chan's colleagues at Equitable Advisors?
Jerry Chan's colleagues at Equitable Advisors include Anthony Dipasquale, Rafael J. Llera-Ortíz, Cfp®, Clu®, Ricp®, Cas®, Whitney Key, Gary Clancy, Cfp®, and Dylan Mcdonald.
How can I contact Jerry Chan?
You can use AeroLeads to view verified contact signals for Jerry Chan at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jerry Chan attend?
Jerry Chan holds Bachelor Of Science - Bs, Finance, Business Management from Stony Brook University.
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