Jed
Webb
Pfg Advisors
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About this Advisor
Jed Webb is a financial advisor who works out of Rio Rancho, New Mexico, who has 5 years of relevant experience. Webb is on the advisory team at Pfg Advisors. Over the course of their career, Webb has held roles at Cue Financial Group Inc, Peter C Webb, Fidelity Investments, Foothill Securities Inc, Cue Financial Insurance, Securities America, Inc, Cue Financial Group, Inc and Pfg Advisors, LLC. Webb has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico and Texas. Pfg Advisors is an advisory business headquartered in Phoenix, AZ. The investment advisory business has offices in 129 locations and a total of 94 financial advisors. It controls $2 billion in assets among its 9,045 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 9,045 accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets. Pfg Advisors provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of services offered. Fees billed by Pfg Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
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
Jed has been registered as a financial advisor for 5 years.*
Cue Financial Group, Inc
Pfg Advisors, LLC
Securities America, Inc
Cue Financial Group Inc
Cue Financial Insurance
Peter C Webb
Foothill Securities Inc
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Pfg Advisors
Tucson, AZ
Springfield, OR
San Diego, CA
Scottsdale, AZ
Eugene, OR
Albuquerque, NM
Albuquerque, NM
Valencia, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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