Megan L Wade

Advisor at Edward Jones — Alamogordo, NM New York Avenue

Updated today

Credentials

CFP®, Series 66

Experience

4 years

Location

Alamogordo, NM 88310

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Megan Wade is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Alamogordo, NM. She has three years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Inheritance planning

Occupation focus

Military & Veterans

Demographic focus

Women Professionals

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Fee options

Percentage

$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)

Other

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

See office

Alamogordo, NM New York Avenue

1200 New York Avenue

Alamogordo NM 88310

Advisors at this office

2

Most active in

New Mexico · Texas

Work history

4 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Edward Jones

2015 - 2022 • 7 years

Alamogordo, NM

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

Ian T

Series 63, Series 65

Alamogordo, NM

First Choice Financial Planning, LLC

Ian Tomlinson is a financial advisor with First Choice Financial Planning, LLC in Alamogordo, New Mexico. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Tomlinson has been with First Choice Financial Planning since 2017 and previously conducted due diligence for the firm. Outside of financial advising, he is the owner and instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction in New Mexico. First Choice Financial Planning is an independent, solo-advisor firm serving individual and high-net-worth clients. The firm develops client-specific investment plans using various analytical approaches and typically manages accounts on a discretionary basis with a long-term orientation that can include active strategies and higher-risk instruments when suitable.

Active portfolio management Options & derivatives strategies
user avatar

Angel M

Series 63, Series 65

Alamogordo, NM

First Command Advisory Services

Angel Munoz is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has one year of experience in financial services, following 13 years of service in the United States Air Force. Munoz has worked with various First Command entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals

Steven B

Series 66

Alamogordo, NM

Edward Jones

Steven Bunt is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory work, he owns a landscape photography business where he sells his photos online. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Candace M

Series 66

Alamogordo, NM

Edward Jones

Candace Muncy is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2017, including a gap year between 2016 and 2017. Outside of her advisory role, she is a shareholder in an RV park and a manufacturing business in Alamogordo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory services, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Remick H

Series 63, Series 66

Alamogordo, NM

LPL Financial

Remick Ham is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 25 years of industry experience and has previously worked at Cambridge Investment Research Advisors, TCFG Wealth Management, and Investment Centers of America. Outside of his advisory role, he is a business owner involved in non-investment activities in Tularosa, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)

Keith F

Series 66

Alamogordo, NM

Edward Jones

Keith Farmer is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served in the U.S. Air Force from 2016 to 2025, including a period of retirement in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Founder/Business Owner Military & Veterans Educators, Teachers, and Academics Religious/faith focused
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