Merrill
47yrs
Top advisor by experience in Oak Brook
New
Jake Coss
Financial advisor at Equitable Advisors
Jake Coss is a fiduciary financial advisor in Oak Brook, Illinois, registered since Jan 2026. Jake joined Equitable Advisors in 2026, 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 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office1515 W. 22nd Street Suite 400, Oak Brook, IL 60523
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
- Apr 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Jake
Local office(630) 954-3355Ask for Jake. (212) 314-4600Main office · New York, NY 1515 W. 22nd Street Suite 400Oak Brook, IL 60523Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Jake
Tailored to Jake’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
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About Jake
How do I contact Jake?
Call Jake’s local office at (630) 954-3355 or the Equitable Advisors main office at (212) 314-4600, and ask for Jake Coss.
How long has Jake been a financial advisor?
Jake is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jake 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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