About. . .
Jesus A. (Jay) Soto, LUTCF
I am an Independent Financial Advisor, Registered Representative and Investment Advisor Representative.
I was born in Latin America and raised in the NE USA where I completed most of my schooling; and now, I have lived in Albuquerque for over 7 years- love the Chili & the Sandia mountains.
I attended Baruch College of the City University of New York; I completed my Bachelor of Science degree with a double major in Marketing and Philosophy. A few years later I completed the requirements of the American College for Financial Planning where I earned the designation LUTCF – Life Underwriting Training Charter Fellow. I keep myself current with Continuing Education workshops and seminars.
During my early business career in corporate America (about 20 years), I traveled extensively through 22 countries. I enjoy traveling and meeting new people.
For 19 years, I have had the privilege to help people manage and protect their assets, businesses and general financial world
As a Financial Advisor, I provide advice and education. With my assistance, my clients make all their decisions about wealth accumulation, preservation and distribution.
My entrepreneurial experience together with my extensive background in small and medium business of up to 100+ employees, grant me insight of business issues.
About . . .
Michelle L. Bohannon
I am an independent Insurance Agent and office manager at De Soto & Company. I have lived in Albuquerque all my life and love everything here, especially the people, green chili and Sandia mountains.
I attended the University of New Mexico where I earned my Bachelor of Arts in Economics.
My work experience includes retail, tax collections, and as customer service representative at a local manufacturing company. The largest portion of my career was spent working at Sandia Laboratory Federal Credit Union in various positions where I enjoyed working with members and providing excellent customer service. My most recent position was as a Financial Services Officer working face to face with credit union members to ensure their financial success. I enjoy working with people to discover solutions to their financial needs.
The financial service industry has always appealed to me. Hence, I have started my career in it with the completion of my Life & Health Insurance certification.
The job that I was the most fortunate to have was raising my two boys who are now both in Texas pursuing their education and dreams! I enjoy volunteering with the NM Jazz Workshop, traveling, and my home in Albuquerque with my life partner and very best friend. I love exploring flea markets, festivals and taking road trips.
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. De Soto & Company and Cambridge are not affiliated.
Investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any the financial institution. – Not FDIC / NCUA / NCUSIF Insured – Jesus A.(Jay) Soto, LUTCF is licensed in New Mexico, Texas, Florida, Georgia and Washington states.
D08132018 / A233785