JD Hartman is a highly experienced Financial Professional at Equitable Advisors, LLC. His career has spanned over 40 years in the financial services industry - much of this time was spent in New York City as the Senior Managing Director of the Wall Street investment bank Lebenthal & Co. He is licensed in New York, Florida & Pennsylvania, and holds his New York State Life and Health License, as well as FINRA Series 7 & 63 & 65 registrations.
JD’s primary focus is on helping individuals, families, and businesses develop personalized financial strategy plans. He takes a supportive approach, collaborating closely with his clients to understand their financial objectives and deliver tailored advice and strategies at every life stage. JD is passionate about assisting his clients in working towards their financial goals and making well-informed decisions about their financial future.
In addition to his business responsibilities, JD is a community leader with subject matter expertise in cooperatively owned businesses. He is past-Chair of the Lexington Food Coop, and he is the current Board Chair of Urban Roots Cooperative Garden Center in the Five Points neighborhood of Buffalo.
Originally from Buffalo, JD resides in the Elmwood Village neighborhood of the city. In his free time, he enjoys biking riding, kayaking, and skiing with family and friends - old and new. JD is always eager to meet new people and expand his network.
If you are interested in working with JD to develop your personalized financial strategy, please don't hesitate to reach out to him at Equitable Advisors, LLC. He is dedicated to helping you achieve your financial goals and providing you with the guidance and support you need.
JD’s primary focus is on helping individuals, families, and businesses develop personalized financial strategy plans. He takes a supportive approach, collaborating closely with his clients to understand their financial objectives and deliver tailored advice and strategies at every life stage. JD is passionate about assisting his clients in working towards their financial goals and making well-informed decisions about their financial future.
In addition to his business responsibilities, JD is a community leader with subject matter expertise in cooperatively owned businesses. He is past-Chair of the Lexington Food Coop, and he is the current Board Chair of Urban Roots Cooperative Garden Center in the Five Points neighborhood of Buffalo.
Originally from Buffalo, JD resides in the Elmwood Village neighborhood of the city. In his free time, he enjoys biking riding, kayaking, and skiing with family and friends - old and new. JD is always eager to meet new people and expand his network.
If you are interested in working with JD to develop your personalized financial strategy, please don't hesitate to reach out to him at Equitable Advisors, LLC. He is dedicated to helping you achieve your financial goals and providing you with the guidance and support you need.