Jonathan Rafferty | Wealth Management Advisor | Las Cruces, NM | U.S. Bancorp Wealth Management

wealth management advisor in Las Cruces Jonathan Rafferty

Wealth Management Advisor
U.S. Bancorp Investments

575.647.7325

Primary office
277 E Amador Ave
Las Cruces, NM 88001

Thank You

Your message has been sent to Jonathan Rafferty. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Las Cruces, Clovis, and Portales. My experience in the financial industry started in 2015 and I became a Wealth Management Advisor in 2021. I hold an Associate degree in pre-business from New Mexico State University.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Habitat for Humanity and Junior Achievement. In my free time, I enjoy spending time with my wife, our three children, and our church community. I love running and spending time outdoors. I also like to sing and play a handful of instruments like the piano and the guitar.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.