Judd Berube is a registered investment advisor, based in Bethesda, MD, with 18 years of industry experience.
Location
6903 Rockledge Drive, 14th Floor, Bethesda, MD, 20817
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Regulatory History
Clean regulatory record
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.
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Judd works as a consultant for AlphaSights, providing general industry knowledge. This activity takes minimal time and is not investment or insurance related.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2026 - Present · 2 mos
Kestra Investment Services, LLC
March 2026 - Present · 2 mos
Wealthspire Retirement Advisory
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - March 2024 · 7 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2015 - March 2024 · 8 yrs 9 mos
NFP Advisor Services, LLC
June 2015 - September 2016 · 1 yr 3 mos
Princor Financial Services Corporation
October 2007 - June 2015 · 7 yrs 8 mos
Princor Financial Services CorporationBroker
September 2007 - June 2015 · 7 yrs 9 mos
State Registrations1 state
MD
AdvisorBrokerBoth
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
No exam information available for this advisor.