Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Jerry Kiefer (Cornerstone Planning Group) and Equitable Advisors for three years each. He is also a minority owner of two limited liability companies, JAK, LLC and JK4, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services include firm-offered programs and referrals to third-party asset managers, with a focus on matching clients to suitable investment models and discretionary managers.

Jared Kiefer is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of his advisory role, he is involved with the Edmond Board of Realtor Power Partner and owns JK Consulting. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through its credentialed representatives.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at Transamerica Financial Advisors, World Financial Group, Employee Benefit Professionals, and spent 30 years with American Fidelity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party solutions.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously held roles at Axa Advisors, OSAIC Services, Spelman & Co., and Century Advisors. He serves as the treasurer and a board member of St. George Greek Orthodox Church on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs catering to various client needs, including ERISA fiduciary services for qualified plans.

Jerry Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors and Phillips Capital Advisors. Kiefer serves as a board member of the Oklahoma 4-H Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of firm-offered programs, third-party asset managers, and LPL-sponsored advisory programs to deliver tailored investment solutions.