Edmond, OK E 33rd Street Office

Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes work with Cornerstone Planning Group and involvement at Oklahoma State University. He is a minority owner of two local LLCs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Jared Kiefer is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Axa Advisors and roles in the food service industry. He is involved with the Edmond Board of Realtor Power Partner and owns a consulting business. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

Kacey Boothe is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and bringing 31 years of industry experience. Prior to joining Equitable Advisors in 2024, Boothe worked at American Fidelity for 30 years and held roles at several other financial firms. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm employs a delivery model that relies on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

James Chiconas is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as the treasurer and a board member of St. George Greek Orthodox Church. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerances.

Jerry Kiefer is a financial advisor with Equitable Advisors in Edmond, Oklahoma, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at AXA Advisors, LLC for 14 years. Kiefer serves as a board member of the Oklahoma 4-H Foundation, a youth development organization. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage/insurance services.