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Welcome to Equitable Advisors Jacksonville

Wherever you are in your journey, we’ll meet you there, with financial guidance or career opportunities tailored to meet your needs. Work with one of our financial professionals to help you achieve your wealth management, estate planning, or retirement goals or explore joining our firm and find the support you need to achieve long-term career success.

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Get to Know Equitable Advisors Jacksonville

We are more than a full-service wealth management firm. We are a community of industry-leading financial professionals, committed to helping people pursue their financial goals. As an individual or a business, you can expect to collaborate with one of our financial professionals, who will help you identify your goals, make sound financial decisions, and explore our wide range of financial products and services. For financial professionals looking to join our team, we offer supported independence, with the resources and tools you need to focus on your clients and scale your business the way you envision.

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COMMUNITY is a vital part of our success, and we certainly look for ways to provide support and continue to contribute both as a branch and as individuals. Generations of resident families and businesses have put their trust in us to guide them with effective financial strategies.  Congratulations to six area high school graduates as they plan to start college this fall as recipients of the Equitable Achievement Community Scholarship.

SERVICE HIGHLIGHTS
Equitable Achievement St. Vincent’s Foundation
Chamber of Commerce Urban League
March of Dimes American Cancer Society
United Way Ronald McDonald House
Jacksonville Zoo and Gardens YMCA
Donna Hicken Foundation Women’s Beaches Partners
Jacksonville University Athletic Association

Client Centered

Why work with a financial professional

We understand that wealth management is about more than just money. It’s about appreciating who you are and what you want in life. And while it can be challenging to put a plan together for the future, you don’t have to do it alone. Our financial professionals will work with you to design a comprehensive, personalized financial strategies that fits your goals today and your vision of tomorrow – in a true collaboration of our efforts. In the end, we’ll help you build a fulfilling future, your way.

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Client Centered

Equitable Advisors supports your financial practice

When you join Equitable Professionals, you’re in control but not alone. You bring your ambition, and we provide the support to help you achieve long-term success. Our supported independence model means you can focus on your clients and your business the way you envision. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want.

Explore Equitable Advisors

Our offices

Our Process

Jacksonville, FL

225 Water Street, Suite 1235
Jacksonville, FL 32202   

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Phone: 904-353-5611         Fax: 904-353-7194

Our History

Ocala, FL

2403 SE 17th Street, Suite 401
Ocala, FL 34471

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Phone: 352-547-5266

Our History

Savannah, GA

37 West Fairmont Avenue, Suites 211, 212, and 214
Savannah, GA 31406

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Phone: 912-921-1370

Our Process

Valdosta, GA

3338 Country Club, Suite A-1
Valdosta, GA 31605

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Phone: 229-247-1010

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.