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Detailed Report
Jacob Aaron Schlosser
Jacob Schlosser
CRD#: 7477066
IA
Investment Adviser
B
Broker
EQUITABLE ADVISORS, LLCCRD#: 6627 8000 IH 10 WEST
SUITE 750
SAN ANTONIO, TX 78230
Registration History
20222023202420252026IAEQUITABLE ADVISORS, LLC (CRD# 6627)2023 - Present (2 years)BEQUITABLE ADVISORS, LLC (CRD# 6627)2022 - Present (3 years)
License(s)

State Registrations

B
California 3/29/2022
B
Pennsylvania 9/6/2023
B
Colorado 10/9/2023
B
Texas 3/29/2022
IA
Colorado 10/11/2023
IA
Texas 2/21/2023

SRO Registrations

B
 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)
IA
EQUITABLE ADVISORS, LLC (CRD#:6627)
8000 IH 10 WEST SUITE 750, SAN ANTONIO, TX 78230
Registered with this firm since 2/21/2023
B
EQUITABLE ADVISORS, LLC (CRD#:6627)
8000 IH 10 WEST SUITE 750, SAN ANTONIO, TX 78230
Registered with this firm since 1/14/2022
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
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.
IA
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.