J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
27yrs
Jerrold Smith is a fiduciary financial advisor in Los Angeles, California, with 27 years in the industry. Jerrold joined Equitable Advisors in 2000, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience at Equitable Advisors
Office5700 Wilshire Blvd Suite 120a, Los Angeles, CA 90036
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2000 – nowEquitable Advisors, LLCCurrent firm
Contact Jerrold
(212) 314-4600Firm headquarters in New York, NY. Ask for Jerrold. 5700 Wilshire Blvd Suite 120aLos Angeles, CA 90036Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Jerrold
Tailored to Jerrold’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerrold
How do I contact Jerrold?
Call Equitable Advisors at (212) 314-4600 and ask for Jerrold Smith. Jerrold works from the Los Angeles, CA office.
How long has Jerrold been a financial advisor?
Jerrold has been in the industry since 1999, about 27 years. Top 19% by experience at Equitable Advisors.
What licenses does Jerrold hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jerrold a fiduciary?
Jerrold is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerrold paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jerrold for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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