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Jessica Lynn Bundy

REDW WEALTH LLC·ALBUQUERQUE, New Mexico
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8801 HORIZON BLVD, SUITE 401, ALBUQUERQUE, NM 87113CRD# 7526653Firm CRD# 109446
01

About

Jessica Lynn Bundy is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with REDW WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REDW WEALTH LLC
REDW WEALTH LLC
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at REDW WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIATED FEES FOR BUNDLED SERVICES
Regulatory
SEC/IARD CRD# 7526653
Firm CRD# 109446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica Lynn Bundy offer?
Jessica Lynn Bundy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Jessica Lynn Bundy's credentials?
Jessica Lynn Bundy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lynn Bundy located?
Jessica Lynn Bundy is based in ALBUQUERQUE, New Mexico, working with REDW WEALTH LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Jessica Lynn Bundy charge for services?
Jessica Lynn Bundy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiated fees for bundled services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDW WEALTH LLC?
REDW WEALTH LLC has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCJoseph Jacob Kopczynski — UASNM, INC.Matthew David Keller — UASNM, INC.Lisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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