LPL Financial
36yrs
Top advisor by experience in San Pedro
25yrs
Jay Oh
Financial advisor at Equitable Advisors
Jay Oh is a fiduciary financial advisor in San Pedro, California, with 25 years in the industry. Jay joined Equitable Advisors in 2001, 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 20 advisors with offices in San Pedro, and one of 18 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 23% by experience at Equitable Advisors
OfficeSan Pedro, CA
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2001 – nowEquitable Advisors, LLCCurrent firm
Contact Jay
(212) 314-4600Firm headquarters in New York, NY. Ask for Jay. San Pedro, CAOffice · Get directions LinkedIn pageEquitable AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jay
Tailored to Jay’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Equitable Advisors at (212) 314-4600 and ask for Jay Oh. Jay works from the San Pedro, CA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2001, about 25 years. Top 23% by experience at Equitable Advisors.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay 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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