San Antonio, TX Via Shavano Office

Justin Hanna is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Equitable Advisors since 2007, continuing from his time with Axa Advisors, LLC where he worked until 2020. Based in San Antonio, TX, he holds the Series 66 designation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Emily Persyn is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having 19 years of industry experience. She has been with Equitable Advisors since 2007, including its prior operation as Axa Advisors, LLC. Persyn serves as a board member of the Northside Education Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various advisory programs, utilizing both proprietary and third-party investment solutions.

James Keck is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2006. Keck serves as an endowment board member for Saint George Episcopal School and is the treasurer for the Sons of the Republic of Texas, Chapter #7. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Marshall Frazier is a financial advisor at Equitable Advisors in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes two years at Harvest Future Financial and over a decade at Sanger & Altgelt, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and models, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.