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.
Credentials
Series 66
Experience Industry experience
4 years
Location
Kingman, KS 67068
Raymond James Financial
Institution
Jorge Delgado Diaz is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2023, he was with Edward Jones for one year and worked six years at General Electric Renewable Energy. Outside of his advisory role, he manages Forge Financial, a wealth management business, and is involved in selling fixed and indexed insurance and annuity policies through several related entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools and risk profiling to support client goals.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Kingman, KS
136 W. B Avenue
Kingman KS 67068
Advisors at this office
1
Kansas · Texas
4 years of industry experience
Raymond James Financial Services Advisors, Inc.
2023 - Present • 3 years
Kingman, KS
Raymond James Financial Services, Inc.
2023 - Present • 3 years
Kingman, KS
Edward Jones
2022 - 2023 • 1 year
St Louis, MO
General Electric Renewable Energy
2016 - 2022 • 6 years
Zenda, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, ChFC®, Series 65
Kingman, KS
QED Wealth Solutions
Tyler Meyer is a CFP® and ChFC® affiliated with QED Wealth Solutions in Kingman, KS, with four years of industry experience. Prior to founding QED Wealth Solutions, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He serves on the Board of Directors for the Kingman Recreation Commission, where he is involved in financial oversight and policy-making on a volunteer basis. QED Wealth Solutions serves individual investors, select high-net-worth households, and small businesses by providing comprehensive financial planning and portfolio management. The firm applies diversified asset allocation and Modern Portfolio Theory principles, offering both discretionary and non-discretionary portfolio management with regular reviews and educational resources.
Series 63, Series 65
Kingman, KS
Edward Jones
Christopher Huhman is a financial advisor with Edward Jones in Kingman, KS, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2015 and operates a hunting guide business, Huhman Hunting LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Series 66
Kingman, KS
Edward Jones
Madelyn Pickering is a financial advisor with Edward Jones in Kingman, Kansas, holding a Series 66 designation and three years of industry experience. Her prior roles include working as a substitute teacher and serving as a lifeguard for the Recreation Commission of Kingman. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and additional affiliated financial services.
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