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Jennifer Seaton

10 Years of Experience
Manchester, NH
Broker

Jennifer Seaton is a registered investment advisor at Equitable Advisors, LLC, based in Manchester, NH, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

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.

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Location

Manchester, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer is a committee member for Women in Sales, spending a few hours per week connecting and inspiring women in sales. She is also the executor of her mother's estate.

Employment History
Current Registrations
Equitable Advisors, LLC
June 2020 - Present · 5 yrs 11 mos
Equitable Advisors, LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
Morgan StanleyBroker
November 2018 - June 2019 · 7 mos
Morgan Stanley
November 2018 - June 2019 · 7 mos
Charles Schwab & CO., INC.
August 2016 - August 2018 · 2 yrs
Charles Schwab & CO., INC.Broker
September 2015 - August 2018 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
June 2013 - July 2014 · 1 yr 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.