Jordan de Perio - Financial Advisor at Equitable Advisors

Jordan de Perio - Financial Advisor at Equitable Advisors Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the

accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

U.S. Service Members should consider taking advantage of programs that are available.
09/04/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value".  https://static.fmgs...
09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

You can help ensure that losing your wallet doesn't turn into something bigger.
09/01/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

When was the last time you paid yourself first?
08/28/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/25/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates". https...
08/24/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/21/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/18/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Check out LPL Financial Research's Weekly Commentary on the market: "Shifting Leadership in Global Growth". https://stat...
08/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Shifting Leadership in Global Growth".https://static.fmgsuite.com/media/documents/0eb52475-457a-47fd-bf0d-64077cdb9fde.pdf

Address

350 Essjay Road, Suite 300
Williamsville, NY
14221

Alerts

Be the first to know and let us send you an email when Jordan de Perio - Financial Advisor at Equitable Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jordan de Perio - Financial Advisor at Equitable Advisors:

Shortcuts

Share