Equitable Advisors
45yrs
Top advisor by experience in Bala Cynwyd
16yrs
Jonathan Alexander
Financial advisor at Equitable Advisors
Jonathan Alexander is a fiduciary financial advisor in Bala Cynwyd, Pennsylvania, with 16 years in the industry. Jonathan joined Equitable Advisors in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Bala Cynwyd, and one of 225 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 63% of advisors at Equitable Advisors
Office1 Belmont Avenue Suite. 1100, Bala Cynwyd, PA 19004
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
- 2017 – nowEquitable Advisors, LLCCurrent firm
Contact Jonathan
Local office(610) 660-4000Ask for Jonathan. (212) 314-4600Main office · New York, NY 1 Belmont Avenue Suite. 1100Bala Cynwyd, PA 19004Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (610) 660-4000 or the Equitable Advisors main office at (212) 314-4600, and ask for Jonathan Alexander.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2010, about 16 years. More experience than 63% of advisors at Equitable Advisors.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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