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Jordan C

Series 66

Troy, MI

Equitable Advisors

Jordan Ciaramitaro is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans, Inc., where he provides health insurance and benefit advisory services. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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

Series 66

Troy, MI

Equitable Advisors

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Cintas and Northwood University and also has experience at Meadowbrook Country Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

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

Series 66

Troy, MI

Equitable Advisors

Jason Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007 and was previously affiliated with Axa Advisors, LLC during a portion of that time. Outside of his advisory role, he is a consultant and owner of Taro Consulting and provides group insurance and welfare insurance benefits through Cornerstone Benefit Plans. 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 LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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

Series 66

Troy, MI

Equitable Advisors

James Vanek is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory work, Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

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

Series 63, Series 65

Troy, MI

Equitable Advisors

Jerome Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of advising, he is president and owner of Cornerstone Benefit Plans, Inc., where he consults on employer-sponsored benefit programs, and serves as a delegate for the Oakland Township Republican Party. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals and risk tolerance.

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

Series 66

Troy, MI

Equitable Advisors

David Trimble is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he provides simple wills for friends and family on a voluntary basis. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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

Series 63, Series 65

Troy, MI

Equitable Advisors

Thomas Carey is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. Carey is also approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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