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Javid M

Series 63, Series 65

Miami, FL

Equitable Advisors

Javid Mortazavi is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MassMutual Life Insurance Company and Principal Life Insurance Company. Outside of finance, he is involved in youth sports coaching and officiating, serves as an adjunct professor at Miami Dade College, and owns a training academy focused on coaching young female athletes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm uses a hybrid advisory and brokerage model that emphasizes personalized client intake and offers both discretionary and non-discretionary investment solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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