Traverse City, MI East Carter Road Office

Jerome Hartl is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Securities Inc. for nine years. Outside of his advisory role, he serves as a trustee for two supplemental needs irrevocable trusts and contributes as an editor and review committee member for the CMT Association Journal of Technical Analysis. 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 asset managers and LPL programs. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to client goals and risk tolerance.

Jeffrey Spencer is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wedbush Securities Inc for nine years. Outside of advising, he serves as president of the Hidden Ridge Association homeowners' board and coaches boys basketball in Traverse City, MI. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jeffrey Spencer is a financial advisor with Equitable Advisors in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wedbush Securities Inc. for nine years. He is also the founder and president of Perennial Capital, LLC in Traverse City. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.