JD
CFP
JD
CFP

Jude Digidio

40 Years of Experience
Sparta, NJ
Broker

Jude Digidio is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sparta, NJ, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1A Main St Ste 5, Sparta, NJ, 07871

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jude operates under B&D Group Inc., a DBA for their LPL business, since January 2020. This activity is investment-related and occurs at the reported business location.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Cadaret Grant & CO INC
February 2014 - February 2020 · 6 yrs
Cadaret, Grant & CO., INC.Broker
June 2000 - February 2020 · 19 yrs 8 mos
Cadaret Grant & CO INC
January 1998 - December 2012 · 14 yrs 11 mos
Advantage Capital CorporationBroker
August 1994 - June 2000 · 5 yrs 10 mos
Travelers Equities Sales, INC.Broker
September 1988 - August 1994 · 5 yrs 11 mos
Metlife Securities INC.Broker
November 1986 - September 1988 · 1 yr 10 mos
Metropolitan Life Insurance CompanyBroker
December 1985 - September 1988 · 2 yrs 9 mos
State Registrations19 states
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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.