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David J

Series 63, Series 65

Fort Collins, CO

Equitable Advisors

David Jones is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing various third-party asset managers and firm-sponsored advisory 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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Nicholas S

Series 66

Fort Collins, CO

Equitable Advisors

Nicholas Sages is a financial advisor at Equitable Advisors in Fort Collins, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles at Colorado State University, the Town of Erie, and involvement with the Greenwich Council Boy Scouts of America. 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 range of advisory models delivered through third-party sponsors and offers ERISA fiduciary services for qualified plans.

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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