Eric Judge is a CFP-designated registered investment advisor at Edward Jones, based in Glastonbury, CT, with 29 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
25 Concord St, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Eric owns rental properties in Glastonbury and Windsor, CT, since 2006 and 2010 respectively, and assists family with real estate management since 2022. He also teaches Edward Jones approved financial education classes at Glastonbury Adult Education Program since 2017.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Tower Square Securities, INC.Broker
Advest, INC.Broker
State Registrations17 states
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
More Advisors
- Matthew RenisonEdward Jones
- Evan Gilchrest, CFPJanney Montgomery Scott LLC
- Brian Sheehan, CFPRossmore Private Capital, LLC
- Bella Cristovao, CFASymmetry Partners
- Beverly Amon, CFAOsaic Wealth, INC.
- Jay Tibball, ChFCCommonwealth Financial Network