Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
New
Jonah While is a fiduciary financial advisor in San Antonio, Texas, registered since May 2026. Jonah joined Equitable Advisors in 2026, 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 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office8000 IH 10 West Suite 750, San Antonio, TX 78230
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
- Aug 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Jonah
Local office(210) 308-6300Ask for Jonah. (212) 314-4600Main office · New York, NY 8000 IH 10 West Suite 750San Antonio, TX 78230Office · Get directions LinkedIn pageEquitable Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonah
Tailored to Jonah’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonah
How do I contact Jonah?
Call Jonah’s local office at (210) 308-6300 or the Equitable Advisors main office at (212) 314-4600, and ask for Jonah While.
How long has Jonah been a financial advisor?
Jonah is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Jonah hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonah a fiduciary?
Jonah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonah paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonah 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.
Other advisors nearby
LPL Financial
47yrs
Top 1% by experience in San Antonio
McNally Financial Services
47yrs
Top advisor by experience at McNally Financial Services
Glass Wealth Management
47yrs
Top 1% by experience in San Antonio
Morgan Stanley
46yrs
Top 1% by experience in San Antonio
Dominion Portfolio Management
46yrs
Top advisor by experience at Dominion Portfolio Management