JB
JB

Judith Bovitz

41 Years of Experience
Aiken, SC
3 DisclosuresBroker

Judith Bovitz is a registered investment advisor at Wells Fargo Advisors, based in Aiken, SC, with 41 years of industry experience. Judith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2017
Denied
Customer Dispute
August 2017
Denied
Customer Dispute
September 2003
Denied
Other Business Activities

Judith's spouse owns rental property in Wilmington, NY. Judith also owns rental property and a horse boarding business called 50 Shades of Hay in Aiken, SC, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
June 2014 - Present · 12 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities IncorporatedBroker
February 1985 - July 2003 · 18 yrs 5 mos
State Registrations27 states
ALAZCACOCTDCFLGAHIIAINMAMDMSNCNHNJNMNYOHORPASCTNTXVAVT
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.
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