Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ponte Vedra, FL
Credentials
Series 63, Series 65
Industry experience
54 years
Joseph Ouellette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for over two decades. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Ponte Vedra, FL
Florida
Equitable Advisors
1999 - Present (27 years)
Axa Advisors, Llc
1999 - 2020 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jacksonville, FL
JLP Investments
Jerry Parrish is a financial advisor at JLP Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for 15 years before founding JL Parrish Investments Inc. and Parrish Insurance Agency, where he is a licensed insurance producer. JLP Investments serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing fee-based portfolio management, financial planning, retirement plan consulting, and 1031 exchange assistance. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments and manages many client accounts on a non-discretionary basis, often through monitored third-party managers.
CFP®, Series 63, Series 65
Atlantic Beach, FL
Financial Prescriptions, LLC
Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.
CFP®, Series 66
Jacksonville, FL
Toams Financial
Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.
Series 65
Jacksonville Beach, FL
Ascend Wealth Advisors, LLC
James Grysko is a financial advisor at Ascend Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Swindell Bohn Durden & Phillips PL and PGA TOUR, Inc. Ascend Wealth Advisors provides investment supervisory services primarily to institutional and pooled-plan clients such as pension and profit-sharing plans, trusts, and endowments. The firm follows a value-driven, fundamental investment philosophy and offers client education programs alongside portfolio management.
CFP®
Ponte Vedra Beach, FL
Sapphire Wealth Consulting, Inc.
Ulrike Bittenbinder is a CFP® professional with nine years of industry experience. She has worked at Sapphire Wealth Consulting, Inc. since 2016, with a brief period at Ken Zahn / University of North Florida from 2017 to 2021, and also has experience with Paul A Moir M.D. P.A. from 2012 to 2021. Sapphire Wealth Consulting, Inc. provides investment management, financial planning, and retirement consulting services to individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes client-specific policy construction and strategic asset allocation, managing both discretionary and non-discretionary accounts with a range of instruments including equities, fixed income, ETFs, private equity, and private credit.
CFP®, Series 63, Series 65
Saint Johns, FL
Create Wealth Financial Planning LLC
Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.
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