JD
JD
Jude Donato
16 Years of Experience
1 DisclosureSells Insurance
Jude Donato is a registered investment advisor at Lockton Investment Advisors, LLC, based in New York, NY, with 16 years of industry experience. Jude operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
23 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1185 Avenue of the Americas, Suite 2010, New York, NY, 10036
Get directionsHistory
Regulatory History (1)
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Criminal
August 2002Final Disposition
Other Business ActivitiesSells Insurance
Jude works for Lockton Companies, LLC, an insurance brokerage firm, providing insurance consulting services to clients. This takes nearly a full-time commitment.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
April 2009 - Present · 17 yrs
State Registrations1 state
DC
Advisor
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.