Mark Jacobs

Financial advisor at Equitable Advisors, LLC · Overland Park, KS

Last updated 2026-10-10

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Mark Jacobs is a financial advisor at Equitable Advisors, LLC in Overland Park, KS, CRD 5904045. Licenses and exams on the registration: Series 66. IAPD registration began 2011-06-20.

Registration

CRD number
5904045
Registration status
Active
IAPD registration
2011-06-20
Industry Experience
15 years
Work Experience
15 years
States registered
KS, TX

Licenses and exams

  • Series 66

Work history

  • 2011-05 to 2020-06 · AXA Advisors, LLC · Overland Park, KS
  • 2011-05 to Present · Equitable Advisors, LLC · New York, NY

Current employment

SEC IAPD record for Mark Jacobs

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

Mark Jacobs is a financial advisor at Equitable Advisors, LLC in Overland Park, KS. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 15 years of reported work history.

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, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and 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

7171 W 95th St., Overland Park, KS 66212

8 advisors at this office.

Equitable Advisors office in Overland Park, KS

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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