Meet Jimmy Ablaza
My name is Jimmy Ablaza. Welcome to my Web site.
As a financial professional with Equitable Advisors, and active member of the Dallas Branch, I am dedicated to helping individuals and businesses build their financial futures.
To stay on top of my field and develop my professional skills over my 36 year career, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- FINRA Registration: Series 6, Series 7 and Series 65
My academic achievements include:
- A Bachelors of Science in Chemical Engineering from Adamson University in Manila, Philippines
- Have been awarded the title of Retirement Planning Specialist by Equitable Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business
- Master of Arts in Bible from Louisiana Baptist University
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:
- Bible Study Leader for Filipino American Christians in the Dallas area.
My wife Kathy and I live in Frisco, TX for over a year. We have three married children, and 7 grandchildren.
Equitable Advisors, and/or its affiliates, is an Equal Opportunity Employer and an Affirmative Action Employer - M/F/D/V
3rd Party Insurer Disclosure
Equitable does not issue health insurance, disability income insurance, group life insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate.
"ChFC" and "CLU" are professional designations of The American College, Bryn Mawr, PA.