wealth management advisor in Las Cruces Jonathan Rafferty
277 E Amador Ave
Las Cruces, NM 88001
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office277 E Amador Ave
Las Cruces, NM 88001
Secondary office3790 East Lohman Avenue
Las Cruces, NM 88011
Secondary office2501 N Prince St
Clovis, NM 88101
Secondary office400 W 1st St
Portales, NM 88130
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.