Eric Judge is a CFP-designated registered investment advisor at Edward Jones, based in Glastonbury, CT, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
25 Concord St, Glastonbury, CT, 06033
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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 Registrations16 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.