Shoreline, WA Office

Joseph Smith Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Jared Johnson is a financial advisor with Equitable Advisors in Shoreline, WA, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at the University of Washington and prior work at Quest Factor. He is also involved with River Run Wealth Advisors as a separate business activity. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.