Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
15yrs
Mark Jacobs
Financial advisor at Equitable Advisors
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at Equitable Advisors
Office7171 W 95th St. Suite 200, Overland Park, KS 66212
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Combined State Law Examination
Career
- 2011 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Mark
Tailored to Mark’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Equitable Advisors at 212-314-4600 and ask for Mark Jacobs. Mark works from the Overland Park, KS office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2011, about 15 years. More experience than 61% of advisors at Equitable Advisors.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus &
46yrs
Top 1% by experience in Overland Park
Chief Advisors
46yrs
Top 1% by experience in Overland Park
Cetera Investment Advisers
46yrs
Top 1% by experience in Overland Park
Cetera Investment Advisers
46yrs
Top 1% by experience in Overland Park
Stifel, Nicolaus &
46yrs
Roger Lowell Wilkie
Financial advisor
40 Corporate Woods Building 9401 Indian Creek Parkway, Suite 1100
Overland Park, KS 66210
Overland Park, KS 66210
Top 1% by experience in Overland Park