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Joseph Ayala

Advisor at Raymond James Financial

Updated today

Location

La Junta, CO 81050

Credentials

Series 66

Industry experience

7 years

About

Joseph Ayala is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Edward Jones for eight years and spent thirteen years at Lewis Bolt & Nut Company. Outside of finance, he serves in a political role for the City of La Junta. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.

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

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

10 W 3rd St

La Junta, CO 81050

Most active in

Colorado · Texas

Work history

Raymond James Financial Services Advisors, Inc.

2026 - Present (1 year)

Raymond James Financial Services, Inc.

2026 - Present (1 year)

Edward Jones

2018 - 2026 (8 years)

Lewis Bolt & Nut Company

2005 - 2018 (13 years)

Disclosures

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

Business activities & affiliations

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Alex M

Series 63, Series 66

La Junta, CO

LPL Financial

Alex Macneal Balcer is a financial advisor with LPL Financial in La Junta, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab for one year and has a background in the food service industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that constructs model portfolios and offers both strategic and tactical implementations.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christopher D

Series 66

La Junta, CO

LPL Financial

Christopher Darnell is a financial advisor with LPL Financial in La Junta, Colorado, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. from 2013 to 2021. He is also involved with SJC Getaway LLC, an entity related to real estate rental. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, financial institutions, and other clients through a large network of investment adviser representatives. The firm offers a variety of investment programs and manages over $819 billion in advisory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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