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Jose R

Series 63, Series 65

El Paso, TX

Equitable Advisors

Jose Rosales is a financial advisor with Equitable Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously with Axa Advisors, LLC. Outside of his advisory role, he serves as Secretary on the board of the Nottingham Manor HOA and coordinates community outreach for the Hunt College of Business Administration Alumni Network. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives to deliver tailored investment solutions through a mix of proprietary and third-party programs.

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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Jorge V

Series 63, Series 65

El Paso, TX

Equitable Advisors

Jorge Vielledent is a financial advisor with Equitable Advisors in El Paso, TX, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has been with Equitable Advisors since 1999, following service at Axa Advisors. Vielledent serves on the board of Project Amistad and holds leadership roles in several local organizations, including as treasurer of the Desert Garden Association and managing member of VIMCO Aviation LLC. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm emphasizes risk assessment and uses a range of third-party models and advisory programs, including the SAM program and offerings from LPL and other asset managers.

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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