Kenneth
Judd

Raymond James & Associates, Inc

CRD#2367981
Investment Advisor
in San Diego, CA
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About this Advisor

Kenneth Judd is a certified financial planner who lives in San Diego, California. Currently a registered advisor with Raymond James & Associates, Inc, they have accrued 10 years of professional experience. Judd maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Judd is registered to work with customers in California and Texas. During their career, the advisor has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Raymond James & Associates. Raymond James & Associates, Inc is headquartered in San Diego, California, and has 422 additional brick-and-mortar locations in the nation. Overall, Raymond James & Associates, Inc oversees $143 billion in assets dispersed across 472,443 accounts and retains more than 13,277 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 394,071 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Raymond James & Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

13520 Evening Creek Drive, Suite 140
San Diego, CA 92128

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

CA Average: $1,855,561,029
Total Number of Employees

14,205

CA Average: 62
Total Number of Accounts

591,180

CA Average: 2,474
Average Account Size

$297,807

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kenneth Judd Work History

Kenneth has 10 years of experience.

2018 - Present (1 year)

Raymond James & Associates

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Kenneth Judd has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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