Panama City, FL Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 966 offices

Location

430 West 5th Street, Suite 309

Panama City FL 32401

Advisors at this office

2

Advisors at this office

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Les B

Series 65, Series 63

Panama City, FL

Equitable Advisors

Les Brackett is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the advisory board of Tech Farms, a nonprofit focused on technological advancement and incubation in the Panama City area. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a range of sponsored programs and third-party managers, providing both discretionary and non-discretionary management solutions.

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

CFP®, Series 63, Series 65

Panama City, FL

Equitable Advisors

Jerry Sowell III is a financial advisor with Equitable Advisors in Panama City, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior work includes ten years at Trustmark National Bank and three years at Axa Advisors, LLC. Sowell is a member of the Panama City Kiwanis Club and serves on the board of the Gulf Coast State College Foundation, which runs scholarship programs and supports educational initiatives. 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/insurance services 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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