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Owen J

Series 66

Erie, PA

Equitable Advisors

Owen Jefferson is a financial advisor at Equitable Advisors in Erie, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Laskowski Insurance Agency, Curtze Foods, and Penn State Behrend. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or managers, utilizing a range of products including mutual funds, ETFs, and select alternative investments.

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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