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Joseph Santiago Ayala

Advisor at Raymond James Financial — La Junta, CO

Updated today

Credentials

Series 66

Experience

8 years

Location

La Junta, CO 81050

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Joseph Ayala is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Edward Jones and has been with Raymond James Financial Services Advisors, Inc. since 2026. In addition to his advisory role, he is president of Ayala Wealth Management and holds a political office with the City of La Junta. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using analytical tools and supports municipal and public-finance work through its unique affiliations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

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.

Location

See office

La Junta, CO

10 W 3rd St

La Junta CO 81050

Advisors at this office

1

Most active in

Colorado · Texas

Work history

8 years of industry experience

Raymond James Financial Services Advisors, Inc.

2026 - Present • 1 year

La Junta, CO

Raymond James Financial Services, Inc.

2026 - Present • 1 year

La Junta, CO

Edward Jones

2018 - 2026 • 8 years

Lamar, CO

Lewis Bolt & Nut Company

2005 - 2018 • 13 years

La Junta, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Rockie S

Rocky Ford, CO

Cetera

Rockie Sanders is a financial advisor with Cetera and holds 33 years of industry experience. He previously worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades and has managed his own accounting and financial services firm since 2008. Sanders serves as treasurer and director for local nonprofit organizations, including the Arkansas Valley Balloon Festival and the Arkansas Valley Community Concert Association, and is involved in a men's chorus as treasurer and bookkeeper. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Alex M

Series 66, Series 63

La Junta, CO

LPL Financial

Alex Macneal Balcer is a financial advisor at LPL Financial with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Charles Schwab for one year and has additional work experience outside finance, including several years in the food and entertainment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Christopher D

Series 66

La Junta, CO

LPL Financial

Christopher Darnell is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and Edward Jones. He is also involved with SJC Getaway LLC, a business outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Tonilyn M

Series 63, Series 66

La Junta, CO

Edward Jones

Tonilyn Madrid is a financial advisor at Edward Jones in La Junta, Colorado, with 22 years of industry experience. She has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she is also an artist who occasionally sells her work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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