Carlsbad, NM W Pierce St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,085 advisors across 14,168 offices

Location

1204 W Pierce St

Carlsbad NM 88220

Advisors at this office

4

Advisors at this office

Janis T

Series 66

Carlsbad, NM

Edward Jones

Janis Trone is a financial advisor with Edward Jones in Carlsbad, NM, holding a Series 66 credential and nine years with the firm. Prior to joining Edward Jones in 2017, Trone worked at Sandia National Laboratories from 1993 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Inheritance planning Retired Founder/Business Owner Executive Widow/Widower
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Nickolas W

Series 66

Carlsbad, NM

Edward Jones

Nickolas Walker is a financial advisor with Edward Jones in Carlsbad, NM, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has entrepreneurial experience owning a coffee shop and a wholesale mattress store. Additionally, he serves as a hunting guide for local outfitting services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Carlsbad, NM

Edward Jones

Brandi Herring is a Series 66-licensed financial advisor with Edward Jones, based in Carlsbad, NM, and has one year of industry experience. She previously worked at First American Bank NM and CNB Bank, where she spent nine years. Herring serves on the Board of Directors for the United Way of Eddy County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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

Paul T

Series 63, Series 65

Carlsbad, NM

Edward Jones

Paul Trone is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in real estate investments and owns multiple rental and second properties in New Mexico and North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies managed by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
View complete list of advisors at this office
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