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Jonathan P

Series 66

Greenville, SC

Equitable Advisors

Jonathan Panning is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously served with AXA Advisors, LLC. Outside of his advisory role, he serves on the finance committee of Harvest Anglican Church and provides business consulting to startups and small business owners. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party programs and provides ERISA fiduciary services to 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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