JG
JG

Judd Goodman

14 Years of Experience
Boca Raton, FL
Broker

Judd Goodman is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4855 Technology Way, Suite 600, Boca Raton, FL, 33431

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Judd assists his wife with financials in her business, C&J Designs LLC, dedicating minimal time. He also owns Old Briar LLC, a family holding company, but spends no time on it.

Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - October 2025 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - October 2025 · 8 yrs 5 mos
J.P. Morgan Securities LLCBroker
June 2014 - May 2017 · 2 yrs 11 mos
Gelber Securities, LLCBroker
October 2004 - November 2007 · 3 yrs 1 mo
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.