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Equitable Advisors

4.6
(21 reviews)

Business Details

(904) 353-5611
https://jacksonville.equitableadvisors.com/

About

Finance CompanyFinancial PlannerFinancial ConsultantFinancial Planning
Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence model includes the tools and resources financial professionals need to better serve their clients. Equitable Advisors, LLC (NY, NY, member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), a broker-dealer. Equitable Advisors, LLC, an SEC registered investment adviser. GE-7756802.1(03/25)

Location

Equitable Advisors
One Enterprise Center, 225 Water St, Jacksonville, FL
32202, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

4.6
21 reviews
5 stars
19
4 stars
0
3 stars
0
2 stars
0
1 star
2
  • RH
    Rodney Hunter
    Apr 29, 2026
    5.0
    Joseph Melhado is my advisor. He is super thorough and makes sure that everything I have questions about get answered. He is super kind and easy to talk to as well. Been a pleasure having him as my advisor.
  • DD
    Dens
    Apr 29, 2026
    5.0
    Amazing Experience with Jo Melhado!! Thank you for the help
  • CW
    Christopher Williams
    Apr 29, 2026
    5.0
    Joseph Melhado was very helpful and easy to speak with. He explained Equitable Advisors in a clear, straightforward way and made the conversation feel comfortable. I left feeling more informed and confident about my next steps.
  • SL
    Sean Lewertow
    Apr 29, 2026
    5.0
    I recently had the chance to speak with Joseph Melhado about what Equitable Advisors offers, and it was a really positive experience. He came across as genuine, easy to talk to, and clearly knows what he’s doing. What stood out most was how he took the time to actually listen and then explain things in a way that made sense without overcomplicating it. I left the conversation with a better understanding of my options and a lot more clarity than I had before. Definitely someone I’d feel comfortable working with moving forward. Services Financial planning
  • GC
    Gabriella Coen
    Apr 3, 2026
    5.0
    I had a really great experience working with Ethan Bohm and Preston Turner at Equitable in Jacksonville. They took the time to understand what I was actually looking for and explained everything in a way that made sense. I really appreciated how responsive they were and how much they cared about getting things right. Overall, I felt like I could really trust their guidance, and I’d definitely recommend them to anyone looking for financial advice in the area.

Frequently Asked Questions About Equitable Advisors

What is Equitable Advisors and what services do they offer?

Equitable Advisors is a national wealth management firm offering financial planning, consulting, and investment advisory services.

Where is Equitable Advisors located?

Equitable Advisors is located at One Enterprise Center, 225 Water St, #1235, Jacksonville, FL 32202, USA.

Brand Certified Facts from Equitable Advisors

This information is certified by Equitable Advisors and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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