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Ernest C

ChFC®, Series 66

Las Cruces, NM

Edward Jones

Ernest Carlson IV is a financial advisor at Edward Jones in Las Cruces, NM, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016 and concurrently serves as an Executive Officer and Captain/Liaison Officer in the US Army National Guard and Reserves. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Military & Veterans Founder/Business Owner
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Matthew S

Series 66

Las Cruces, NM

Edward Jones

Matthew Smith Sr. is a financial advisor with Edward Jones in Las Cruces, NM. He holds a Series 66 designation and has three years of industry experience. Before joining Edward Jones, he served in the United States Air Force for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,100 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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