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

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
06/23/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Check out LPL Financial Research's Weekly Commentary on the market: "Kevin Warsh Could Shake Up the Fed". https://static...
06/23/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Kevin Warsh Could Shake Up the Fed".https://static.fmgsuite.com/media/documents/49229007-e7b7-4d2c-8070-74daa55021ec.pdf

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
06/19/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026". https://static....
06/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026".https://static.fmgsuite.com/media/documents/f502ac7f-f8e2-4153-9b28-2ca3b10f5140.pdf

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/16/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

This message provides a look at how variable rates of return impact investors over time.
06/12/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/09/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/05/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Address

350 Essjay Road, Suite 300
Williamsville, NY
14221

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