Jill Wasden, financial advisor Taos NM

Jill Wasden

CRD Number: 4658576
Current Firm: Wasden Financial Management

Jill Wasden (CRD# 4658576) is an Investment Advisor Representative working at Wasden Financial Management in Taos, NM and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wasden Wealth Planning And Management Taos, NM Apr 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Jill Wasden
Phone Number: 575-737-9391
Registered State(s):
  • NM
Current Firm Details
Wasden Financial Management
Firm's CRD Number: 144406
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $375,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NM

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