Jeff Markovitch
P | 908-868-0965
E | jeff@equityws.com
Business Philosophy:
I believe that every client deserves to have a highly customized plan to take advantage of their unique situation designed to overcome any hurdles that may be in the way of them reaching their financial success.
Background:
Jeff is a trusted Financial Advisor with Equitable Advisors where he creates and implements strategies for clients including Risk Management, Estate Planning, Wealth Preservation, Wealth Management, and Wealth Accumulation. Businesses can expect Jeff to help provide comprehensive Employee Benefit Plans, Succession Planning, and create Tax Advantageous positions.
Jeff is a life-long New Jersey resident and he earned his Bachelor’s Degree in Business from William Patterson University. In his spare time, he enjoys hiking, fishing and woodworking.
Jeff holds FINRA series 7, 63 and 66 registrations and is serving clients in CA, CT, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX and VA. He also holds IAR registrations in CT, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX and VA.
