Jed Webb
Advisor at PFG Advisors
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
PFG Advisors
Location
Rio Rancho, NM 87124
Credentials
Series 63, Series 65
Industry experience
11 years
About
Jed Webb is an investment advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms including Securities America, Inc., Foothill Securities Inc., and Cue Financial Group, Inc. Webb also operates under the name Peter C Webb and has been involved with CUE FINANCIAL Insurance since 2014. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.
Client services
Based on PFG Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on PFG Advisors
Options & derivatives strategies
Wealth management
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Fee options
Flat fees generally range from $100 to $5,000 for financial planning/consulting services
$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually
Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)
$100 to $1,000 per hour for financial planning/consulting services
Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually
Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually
Location
333 Rio Rancho Blvd. Ne Ste 100
Rio Rancho, NM 87124
Most active in
Jed W has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Work history
OSAIC
2024 - Present (2 years)
PFG Advisors, LLC
2018 - Present (8 years)
Cue Financial Group, Inc.
2018 - 2018 (1 year)
Securities America, inc.
2016 - 2024 (8 years)
Foothill Securities Inc
2014 - 2016 (2 years)
CUE FINANCIAL Insurance
2014 - Present (12 years)
Cue Financial Group Inc
2014 - Present (12 years)
Peter C Webb
2013 - Present (13 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
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