Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
2yrs
Misty Lee Jones
Financial advisor at Equitable Advisors
Based in San Antonio, Texas, Misty Lee Jones is a fiduciary financial advisor with 2 years of industry experience. Misty has been with Equitable Advisors since 2024. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1846 advisors with offices in San Antonio, and one of 1666 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
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
- Nov 2024 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Misty
Tailored to Misty’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 Misty
How do I contact Misty?
Call Equitable Advisors at 212-314-4600 and ask for Misty Lee Jones. Misty works from the San Antonio, TX office.
How long has Misty been a financial advisor?
Misty has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Misty hold?
Series 66. Tap any license on this page to see what it allows.
Is Misty a fiduciary?
Misty is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Misty paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Misty 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.
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