Jose Aragon
Advisor at Petroglyph Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Petroglyph Wealth
Location
Rio Rancho, NM
Credentials
Series 63, Series 65
Industry experience
2 years
About
Jose Aragon is a financial advisor at Petroglyph Wealth Management with two years of industry experience. He previously worked for PineBridge Investments for 19 years before retiring in 2022 and returning to advisory work in 2023. Aragon serves as a board member of New Mexico Eviction Prevention & Diversion, an organization focused on reducing evictions and supporting housing stability. Petroglyph Wealth Management is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $7.75 million across a small client base and employs a mix of investment strategies including ETFs, mutual funds, equities, fixed income, and options trading.
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Portfolio management and financial planning via asset-based fees, no commissions accepted.
Location
Rio Rancho, NM
Most active in
Jose A has reported serving >5 clients in these states in the last 12 months.
New Mexico
Work history
Petroglyph Wealth Management LLC
2023 - Present (3 years)
Retired
2022 - 2023 (1 year)
PineBridge Investments
2003 - 2022 (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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