Jake Rebholz started his career with Equitable Advisors in December of 2025 as a Financial Professional. He received his bachelor’s degree in Economics from the University of Wisconsin. He currently holds his Accident & Health, Life and Variable licenses, along with his FINRA SIE, Series 7, and Series 66 registrations.
As a Financial Professional with Equitable Advisors, Jake works with individuals and businesses toward reaching their financial goals. He does this by providing customized strategies to help meet clients’ evolving needs. However, his primary focus is working together with his clients on Retirement Planning, Risk Management, and Investment Management. Through his financial planning approach, Jake looks to provide confidence, clarity, as well as simplicity while helping clients reach their financial goals within their timeframe. He has focused on working with young professionals, small business owners, blue collar workers, teachers, as well as a variety of other individuals.
Jake Rebholz has lived in the Madison Area his whole life. He grew up in Verona, Wisconsin and stayed around Madison Area all throughout college. Outside of the office he enjoys golfing, spending time with family and friends, variety of sporting events, and spending time up at his family’s cottage.