JR
JR
Judson Rodman
43 Years of Experience
Virginia Beach, VA
1 DisclosureBroker
Judson Rodman is a registered investment advisor at Morgan Stanley, based in Virginia Beach, VA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
222 Central Park Avenue, Virginia Beach, VA, 23462
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Regulatory History (1)
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Regulatory
March 2018Final
Other Business Activities
Judson is involved with JHR Photography since 2015, dedicating minimal time after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
October 1995 - April 2008 · 12 yrs 6 mos
UBS Financial Services INC.Broker
January 1995 - April 2008 · 13 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1991 - January 1995 · 4 yrs
Dean Witter Reynolds INC.Broker
May 1984 - January 1991 · 6 yrs 8 mos
Branch, Cabell & CompanyBroker
March 1983 - May 1984 · 1 yr 2 mos
State Registrations17 states
CAFLKSMAMDMNMSNCNMNYPASCTNTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.