Judson Just is a CFA-designated registered investment advisor at Charles Schwab & CO., INC., based in Parker, CO, with 21 years of industry experience. Judson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
Parker, CO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Peak6 Capital Management LLCBroker
Peak6 Performance Management LLCBroker
Peak6 Capital Management LLCBroker
Heartland Advisors, INC.Broker
State Registrations1 state
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
- Walter Johnson, CFPCharles Schwab & CO., INC.
- Ryan Hume, ChFCState Farm Investment Management CORP.
- Andrew Gaber, CFPLPL Financial LLC
- Douglas Aumont, CFPFinancial Thinking Partner Wealth Advisors
- Douglas Askins, CFPSchwab Wealth Advisory, INC.
- Eydie Hoeppner, CFPEdward Jones