Judson
Potter

Raymond James & Associates, Inc

CRD#2291702
Investment Advisor
in New York, NY
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About this Advisor

Judson Potter is a financial advisor working in New York, New York, with a total of 26 years of work experience. Potter is an advisor for Raymond James & Associates, Inc. Their career trajectory has included roles at Ubs Financial Services Inc, Raymond James & Associates and Pilgrim Pond Trust. Potter holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut and Texas. Raymond James & Associates, Inc is a registered investment business operating in New York, New York. The firm has offices in 422 locations and a total of 13,277 people on staff. It handles $143 billion in assets among its 472,443 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 385 charitable organizations. Of its 472,443 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. Raymond James & Associates, Inc has a number of services, such as 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Raymond James & Associates, Inc most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

26 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

Yes

Office Location

630 5Th Avenue Suite 2950A
New York, NY 10111

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

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

14,205

NY Average: 62
Total Number of Accounts

591,180

NY Average: 2,474
Average Account Size

$297,807

NY 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

Judson Potter Work History

Judson has 26 years of experience.

2015 - Present (4 years)

Raymond James & Associates

2015 - Present (4 years)

Pilgrim Pond Trust

1992 - 2015 (23 years)

Ubs Financial Services Inc

Disclosures

Judson Potter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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