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Advisors / New Jersey / Wall
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Jonathan Steiger

Financial advisor at Equitable Advisors

Wall, NJ 07719Fiduciary advisor
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At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office1967 Highway 34 Building C, Suite 201, Wall, NJ 07719
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.

Uniform Combined State Law Examination

Career

  1. Aug 2026 – now
    Equitable Advisors, LLCCurrent firm

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Jonathan

How do I contact Jonathan?

Call Equitable Advisors at 212-314-4600 and ask for Jonathan Steiger. Jonathan works from the Wall, NJ office.

How long has Jonathan been a financial advisor?

Jonathan is new to the profession, registered since Jun 2026, and holds 1 license.

What licenses does Jonathan hold?

Series 66. Tap any license on this page to see what it allows.

Is Jonathan a fiduciary?

Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jonathan paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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