Jacob Halberstam
Equinum · Lakewood, New Jersey
Jacob Halberstam is a fee-only financial advisor at Equinum in Lakewood, New Jersey. Jacob focuses on family wealth transfer. Equinum reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Equinum |
|---|---|
| Based in | Lakewood, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $757.0M across 640 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 7123901 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | equinum.com |
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Questions about Jacob
Is Jacob Halberstam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Equinum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Equinum, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Halberstam based?
Jacob Halberstam is based in Lakewood, New Jersey.
What does Jacob specialize in?
Jacob's specialties include family wealth transfer. Jacob works with ultra high net worth and multi-generational families.
Is Jacob Halberstam registered with the SEC?
Yes. Jacob Halberstam is registered as an investment adviser representative in NJ and NY (CRD 7123901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equinum manage?
Equinum reports $757.0M across 640 accounts in assets under management.
How do I contact Jacob Halberstam?
Through Jacob's website, equinum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Equinum website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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