Justin Jones joined Equitable Advisors, LLC in 2024 following a successful career in accounting. Justin graduated from Utica University with a MBA degree in finance and accounting and currently holds his New York Life and Health License and S7 and S66 Registrations.
As a Financial Advisor, Justin is passionate about helping people develop their own personalized financial strategy plans. His supportive approach can help you make well-informed decisions about your financial future. Justin is excited to work with people from all walks of life to assist them in working towards their financial goals.
Originally from Ilion, NY. Justin now resides in Oneida, NY and enjoys theater, ultimate frisbee and engaging with the local community. In addition, he is active in his community and is a member of multiple theaters including serving on the board of Rome Community Theater.
I help my clients keep more of their hard earned money, leverage assets to generate wealth, and transform their family legacy
The process does not need to be complicated. We simply set financial goals, institute a well-defined plan designed to meet those goals, and adjust the plan as needs change.
Some of the key steps we incorporate along the way are equally simplistic in their approach. I assist my clients to become more knowledgeable, to make well informed decisions, and to form solid financial habits.
To this end, I am duly licensed, duly registered, and prepared to offer a number of individualized strategies that include:
• Investment services
• Retirement planning
• Estate planning Strategies
• Life insurance
• Education planning
• Long-term care Insurance
My promise to those I serve: I will provide strategies that are individually tailored to meet your needs and desires, and I will always maintain strict confidentiality.