Jed Webb is a registered investment advisor at Pfg Advisors, based in Rio Rancho, NM, with 11 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,586 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.
Location
333 Rio Rancho Blvd. NE Ste 100, Rio Rancho, NM, 87124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jed is an Investment Advisor Representative of PFG Advisors since 2019, dedicating full-time hours. He also holds a dual IA registration with an independent RIA, PFG Advisors, since 2018, also dedicating nearly full-time hours.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Cue Advisory Services, INC.
Securities America, INC.Broker
Foothill Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.