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Barry J

Series 66

Davison, MI

Equitable Advisors

Barry Jones is a financial advisor with Equitable Advisors in Davison, MI, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of advising, he serves as a varsity volleyball coach for Lapeer Community Schools. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and third-party managers, focusing on personalized client information, risk tolerance assessment, and a variety of investment options including mutual funds, ETFs, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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