Judd
Berube
Kestra Advisory Services, LLC
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About this Advisor
Judd Berube is a financial advisor working out of Bethesda, Maryland, with 7 years of industry experience. Berube is an employee of Kestra Advisory Services, LLC. During their career, Berube has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Nfp Advisor Services, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Berube maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Kestra Advisory Services, LLC is a financial advisory business based in Austin, TX. The company has offices in 544 locations and a total of 1,311 employees. It manages $42 billion in assets under management across its 140,407 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 140,407 accounts, 17% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services are offered. However, fee types billed by Kestra Advisory Services, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Judd Berube Work History
Judd has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Advisor Services
Principal Life Insurance Company
Princor Financial Services Corporation
*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 Judd Berube to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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