Rio Rancho, NM 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

3751 Southern Blvd SE, Suite G

Rio Rancho NM 87124-2084

Advisors at this office

2

Advisors at this office

Roger L

Series 66

Rio Rancho, NM

Edward Jones

Roger Legendre is a Series 66-licensed financial advisor with Edward Jones in Rio Rancho, NM, having joined the firm in 2024. Before entering the financial industry, he spent 19 years with the Albuquerque Police Department. He also worked briefly with Spinoso Real Estate Group in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Public Service Employee Founder/Business Owner
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Phillip P

Series 63, Series 66

Rio Rancho, NM

Edward Jones

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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