Grady Henson
Advisor at Edward Jones
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.
Location
Los Lunas, NM 87031
Credentials
Series 66
Industry experience
2 years
About
Grady Henson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Clearwater Exteriors, Ursa Prime, Piranha Brands, and The Home Depot. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Passive / index investing
General retirement planning
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Newlywed/Engaged
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
3459 C Highway 47
Los Lunas, NM 87031
Most active in
Grady H has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
Work history
Edward Jones
2023 - Present (3 years)
Clearwater Exteriors
2023 - 2023 (1 year)
Ursa Prime
2023 - 2023 (1 year)
Piranha Brands
2017 - 2023 (6 years)
The Home Depot
2013 - 2017 (4 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Andrew S
Series 66
Los Lunas, NM
Raymond James Financial
Andrew Spears is a financial advisor with Raymond James Financial in Los Lunas, NM, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and ongoing service with Albuquerque Public Schools and the United States Army. He also owns an online travel website, Travelspearsnow. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.
Marissa O
Series 63, Series 66
Los Lunas, NM
Fidelity
Marissa Ortega is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2017. Prior to joining Fidelity, she worked at Total Eye Care for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies.
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