Albuquerque, NM Jefferson St NE Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

6500 Jefferson St NE Suite 130

Albuquerque NM 87109-3489

Advisors at this office

2

Advisors at this office

Matthew P

CFP®, Series 66

Albuquerque, NM

Edward Jones

Matthew Ports is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Startup equity planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Oil & Gas

Jean Marc G

Series 66

Albuquerque, NM

Edward Jones

Jean Marc Grindatto is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Mainfraim Industries LLC, a research and development firm, where he was a co-founder and partner. He has also held positions at iTherapyDocs Inc., Optihealth Inc., Sandoval Economic Alliance, and runs Silverberry Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Founder/Business Owner
View complete list of advisors at this office
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