Judson Potter
Judson Potter is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
320 Park Avenue, Fl 9, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Judson is a general partner in Brandreth Associates, a family-owned real estate partnership, and a trust protector for his step-brother's special needs trust. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations51 states
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