Christopher
Jud
Yardley Wealth Management LLC
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About this Advisor
Christopher Jud is a financial advisor working in Morrisville, Pennsylvania. Jud is currently employed by Yardley Wealth Management LLC. Their career trajectory has included roles at Pitcairn, Marcum Llp, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Marcum Financial Services LLC, Marcum Wealth, LLC and Yardley Wealth Management. Jud maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Yardley Wealth Management LLC is an advisory business operating out of Morrisville, PA. The company has just five financial advisors. It administers $125 million in assets between its 434 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 434 client accounts, 48% are held by high-net-worth clients who have at least $1 million in investable assets. Yardley Wealth Management Llc offers portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the type of financial services offered. However, fees billed by Yardley Wealth Management LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Yardley Wealth Management LLC Brokerage Details
$124,983,036
5
434
$287,979
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Christopher Jud Work History
Christopher has been registered as a financial advisor for 0 years.*
Yardley Wealth Management
Marcum Wealth, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Marcum Financial Services LLC
Marcum Llp
Pitcairn
*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 Christopher Jud 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 Yardley Wealth Management LLC
Morrisville, PA
Morrisville, PA
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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