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CFP
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CFP

Jonathan Powell

Equitable Advisors, LLC
16 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Jonathan Powell is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Houston, TX, with 16 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

View Full SEC Brochure

Location

3200 Southwest Fwy, #1800, Houston, TX, 77027

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan serves as an executor/trustee for a family member's trust since 2021. He is also the treasurer of Sahalee Enterprises, Inc., dedicating minimal time to this role.

Employment History
Current Registrations
Equitable Advisors, LLC
September 2010 - Present · 16 yrs 1 mo
Equitable Advisors, LLCBroker
August 2010 - Present · 16 yrs 2 mos
State Registrations7 states
GAMINEOHPASCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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