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Gregory J

Series 63, Series 65

Tulsa, OK

Equitable Advisors

Gregory Jones is a financial advisor with Equitable Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he is president and sole shareholder of Jones Financial Services, Inc., and owns a business providing educational services related to the Roberts Rules of Order card game. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

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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