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Jed M Webb

PFG Advisors

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About Jed M Webb

Jed Webb is an Investment Advisor Representative at PFG Advisors. Jed has been in the securities industry since 2014 and has held licenses in both New Mexico and Texas. Jed has experience in a variety of financial services, including investment advisory, insurance, and securities trading. Jed's primary focus is on providing financial planning and investment management services to individuals, families, and businesses. Jed has a strong commitment to helping clients achieve their financial goals.

Firm Information

Jed Webb is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jed Webb’s Registration & Firm History

NM

06/23/2022 - Present

PFG Advisors (Rio Rancho NM)

NM

12/08/2016 - 06/14/2024

SECURITIES AMERICA, INC. (RIO RANCHO NM)

NM

08/19/2014 - 12/08/2016

FOOTHILL SECURITIES, INC. (RIO RANCHO NM)

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Licenses & Designations

IA

Issued 03/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jed M Webb.
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