JONATHAN MARTIN JACOB GRATZ - Investment Adviser at EQUITABLE ADVISORS, LLC

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Detailed ReportReport

JONATHAN MARTIN JACOB GRATZ

JONATHAN GRATZ

CRD#: 6470271

Investment Adviser

Broker

EQUITABLE ADVISORS, LLCCRD#: 6627

10500 NE 8TH STREET
SUITE 1600
BELLEVUE, WA 98004

Disclosures

Disclosures

0 Disclosures

Registration History

License(s)

State Registrations

Arizona 9/14/2021

Oregon 4/14/2020

Arizona 10/15/2021

Oregon 5/11/2020

Idaho 7/18/2018

Tennessee 8/28/2023

Idaho 9/18/2018

Washington 2/29/2016

Montana 1/10/2022

Washington 2/29/2016

Montana 1/13/2022

SRO Registrations

FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.

Current Registration(s)

EQUITABLE ADVISORS, LLC (CRD#:6627)

10500 NE 8TH STREET SUITE 1600, BELLEVUE, WA 98004

RENTON, WA

Registered with this firm since 2/29/2016

EQUITABLE ADVISORS, LLC (CRD#:6627)

10500 NE 8TH STREET SUITE 1600, BELLEVUE, WA 98004

RENTON, WA

Registered with this firm since 2/26/2016

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	07/08/2015 - 01/06/2016	EDWARD JONES (CRD#:250)	KENT, WA
B	05/27/2015 - 01/06/2016	EDWARD JONES (CRD#:250)	KENT, WA

EDWARD JONES (CRD#:250)

KENT, WA

07/08/2015 - 01/06/2016

EDWARD JONES (CRD#:250)

KENT, WA

05/27/2015 - 01/06/2016

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Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.