Jonathan
Garton

Pfg Advisors

CRD#1865174
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jonathan Garton is a financial advisor who works in Albuquerque, New Mexico, who has been in the industry for 28 years. Garton is an advisor for Pfg Advisors. Garton has gained experience at Securities America, Inc, Pfg Advisors, Cue Financial Group, Inc, Foothill Securities, Inc and Cue Financial Group Inc Insurance. Garton holds a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in New Mexico and Texas. Pfg Advisors is a registered investment company operating in Albuquerque, New Mexico. It has offices in 110 locations and a total of 99 employees. It controls $1 billion in assets among its 4,087 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 4,087 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Pfg Advisors may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

601 Tijeras Nw
Albuquerque, NM 87110

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,018,037,731

NM Average: $1,555,372,352
Total Number of Employees

99

NM Average: 37
Total Number of Accounts

4,087

NM Average: 1,370
Average Account Size

$249,092

NM Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jonathan Garton Work History

Jonathan has 28 years of experience.

2018 - Present (3 years)

Pfg Advisors

2016 - Present (5 years)

Securities America, Inc

1992 - Present (29 years)

Cue Financial Group, Inc

1992 - Present (29 years)

Cue Financial Group Inc Insurance

2009 - 2016 (7 years)

Foothill Securities, Inc

Disclosures

Jonathan Garton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pfg Advisors

Christian Beck
Eugene, OR
Kyle Johnson
San Diego, CA
Jed Webb
Rio Rancho, NM
John Griffith
Wilsonville, OR
Ann Martin
Chandler, AZ
Susan Bennett
Phoenix, AZ
Alejandro Vuksic
Hacienda Heights, CA
Brian Orr
Lee'S Summit, MO

This content was compiled from the SEC and FINRA.

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