James
Judd
Cetera Investment Advisers LLC
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About this Advisor
James Judd is a financial advisor based in Independence, Ohio, working with Cetera Investment Advisers LLC. James has previously held positions at The James B Oswald Co, Girard Securities, Inc, City Of Bedford Oh, Cetera Advisor Networks LLC, Lion Street Financial, Vantage Financial Group, Inc, Djudd Consulting, and Cetera Investment Advisers LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, James is part of Cetera Investment Advisers LLC, which operates out of Independence, Ohio. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
- Educational seminars/workshops
James Judd Work History
Cetera Investment Advisers LLC
City Of Bedford Oh
Vantage Financial Group, Inc
Vantage Financial Group, Inc
Cetera Advisor Networks LLC
Djudd Consulting
Lion Street Financial
Cetera Advisor Networks LLC
City Of Bedford Oh
Girard Securities, Inc
The James B Oswald Co
Disclosures
Please visit the SEC profile of James Judd 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 Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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