Jeannette, PA Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

5

Of 4,620 advisors across 966 offices

Location

620 Lowry Avenue

Jeannette PA 15644

Advisors at this office

5

Advisors at this office

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John P

Series 63, Series 66

Jeannette, PA

Equitable Advisors

John Powell Jr. is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory role, he is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a diverse client base ranging from individuals to institutional investors, providing 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, delivering a variety of 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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Aaron B

Series 66

Jeannette, PA

Equitable Advisors

Aaron Bunting is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Larson Texts, Inc. and Gannon University. His other business activities include serving as a Contingent Trustee and acting as an Independent Agent outside of fixed appointments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

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

Series 66

Jeannette, PA

Equitable Advisors

Stephen Small is a financial advisor with Equitable Advisors in Jeannette, PA, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with AXA Advisors, LLC. Outside of his advisory work, he serves as treasurer for Ligonier Lodge 331 F&AM and consults for Marc Jacobsen & Associates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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

Series 63, Series 66

Jeannette, PA

Equitable Advisors

Kevin Broom is a financial advisor with Equitable Advisors in Sutersville, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at PNC Bank for 14 years. He is also the owner of Ergon Gaming PCs, a custom gaming PC business. 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, offering both advisory and brokerage channels tailored to 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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Jared K

Series 63, Series 66

Jeannette, PA

Equitable Advisors

Jared Kean is a financial advisor with Equitable Advisors in Trafford, PA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked for Dedicated Nursing Associates, Inc. for five years and has a background that includes positions at Dunkin and the Franklin Regional School District. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to 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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