Jed
Webb
Pfg Advisors
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About this Advisor
Jed Webb is a financial advisor based in Rio Rancho, New Mexico, working with Pfg Advisors. Jed has previously held positions at Cue Financial Group Inc, Peter C Webb, Foothill Securities Inc, Cue Financial Insurance, Securities America, Inc, Cue Financial Group, Inc, Pfg Advisors, LLC, and Osaic Wealth, Inc. Jed has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Jed is part of Pfg Advisors, which operates out of Rio Rancho, New Mexico. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jed Webb Work History
Osaic Wealth, Inc
Pfg Advisors, LLC
Securities America, Inc
Cue Financial Group Inc
Cue Financial Insurance
Peter C Webb
Cue Financial Group, Inc
Foothill Securities Inc
Disclosures
Please visit the SEC profile of Jed Webb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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