Jeffrey
Judge

Maryland Financial Group, Inc

CRD#5903701
Investment Advisor
in Rockville, MD

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About this Advisor

Jeffrey Judge is a certified financial planner and chartered financial consultant who works out of Rockville, Maryland, with a total of 2 years of relevant experience. Judge is an employee of Maryland Financial Group, Inc. Throughout their career, Judge has worked at Metlife Financial Services Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Msi Financial Services, Inc, Maryland Financial Group, Inc Dba Chesapeake Financial Planners and Lpl Financial, LLC. Judge holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Maryland Financial Group, Inc is an advisory business based in Rockville, MD. The company has offices in 18 locations and a total of 40 advisors. It manages $976 million in assets under management among its 3,666 client accounts, making it one of the larger firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 3,666 accounts, 38% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on the type of services provided. Fee types billed by Maryland Financial Group, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Tower Oaks Boulevard Suite 220
Rockville, MD 20852

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Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$975,955,345

MD Average: $6,889,882,315
Total Number of Employees

40

MD Average: 45
Total Number of Accounts

3,666

MD Average: 765
Average Account Size

$266,218

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeffrey Judge Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Maryland Financial Group, Inc Dba Chesapeake Financial Planners

2021 - Present (3 years)

Lpl Financial, LLC

2017 - 2021 (4 years)

Mml Investors Services, LLC

2016 - 2021 (5 years)

Massachusetts Mutual Life Insurance Company

2011 - 2017 (6 years)

Metlife Financial Services Inc

2011 - 2017 (6 years)

Msi Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Judge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Maryland Financial Group, Inc

Eric Cox
Rockville, MD
Thompson Lemaistre
Jacksonville, FL
John Plaugher
Rockville, MD
David Mandell
Mount Pleasant, SC
Thomas Trela
Lutherville Timonium, MD
Morgan Crawford
Mount Pleasant, SC
Leah Paul
Mount Pleasant, SC
Mark Rossbach
Rockville, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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