Jerry Chan
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Jerry Chan Email & Phone Number

Financial Advisor at Equitable Advisors at Equitable Advisors
Location: Melville, New York, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Advisor at Equitable Advisors
Location
Melville, New York, United States
Company size

Who is Jerry Chan? Overview

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Quick answer

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.

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Email format at Equitable Advisors

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Equitable Advisors

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Profile bio

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!

Current workplace

Jerry Chan's current company

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Equitable Advisors
Equitable Advisors
Financial Advisor at Equitable Advisors
Website
Employees
3118
AeroLeads page
5 roles

Jerry Chan work experience

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Diversity Program Leadership Network

Stony Brook, New York, United States

-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.

Sep 2022 - May 2023

Restaurant Manager

Tao'S Dimsum And Noodle

Stony Brook, New York, United States

-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.

Dec 2021 - Dec 2022

File Clerk

East Islip, New York, United States

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.

Jul 2017 - Aug 2020

Intern

Scott Lockwood Esq.

Deer Park, New York, United States

-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.

Oct 2018 - Jun 2019
Team & coworkers

Colleagues at Equitable Advisors

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2 education records

Jerry Chan education

Bachelor Of Science - Bs, Finance, Business Management

Activities and Societies: Real Estate Institute Club, SBU Investment Club, Finance Society

Education record

Activities and Societies: AP Chinese, AP Psychology, AP World History, AP US Government and Politics, AP United States History, AP Physics.

FAQ

Frequently asked questions about Jerry Chan

Quick answers generated from the profile data available on this page.

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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