Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
4yrs
Jacob Baxter
Financial advisor at J.P. Morgan Securities
Jacob Baxter has worked in the financial industry for 4 years and is a fiduciary financial advisor based in New Orleans, Louisiana. After a year at CWM, Jacob joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office201 St. Charles Avenue, New Orleans, LA 70170
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- Jul 2022 – Jul 2023CWM, LLCPreviously
Questions to ask Jacob
Tailored to Jacob’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 Jacob
How do I contact Jacob?
Call Jacob’s local office at (504) 623-1563 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jacob Baxter.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jacob 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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