Jason Bridge

Financial advisor at Equitable Advisors, LLC · Williamsville, NY

Last updated 2026-10-10

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Jason Bridge is a financial advisor at Equitable Advisors, LLC in Williamsville, NY, CRD 7343758. Licenses and exams on the registration: Series 66. IAPD registration began 2021-05-13.

Registration

CRD number
7343758
Registration status
Active
IAPD registration
2021-05-13
Industry Experience
5 years
Work Experience
22 years
States registered
NY

Licenses and exams

  • Series 66

Work history

  • 2021-02 to Present · Equitable Advisors, LLC · New York, NY
  • 2004-02 to 2020-02 · Upstate New York Transplant Services · Williamsville, NY
  • 2020-03 to 2021-01 · Unemployed · Buffalo, NY

Current employment

SEC IAPD record for Jason Bridge

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

About

Jason Bridge is a financial advisor at Equitable Advisors, LLC in Williamsville, NY. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 22 years of reported work history. Reported roles include Unemployed, Upstate New York Transplant Services.

Equitable Advisors, LLC's firm-level Form ADV reports 4,663 advisors across 1,721 offices; approximately 16.3 clients per advisor, average assets per client of $621,566, and regulatory AUM of $47.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

350 Essjay Road, Williamsville, NY 14221

109 advisors at this office.

Equitable Advisors office in Williamsville, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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