JM
CFP
JM
CFP

Judson Morrison

16 Years of Experience
Homewood, AL
Broker

Judson Morrison is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Homewood, AL, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

600 University Park Place, Suite 130 & 175, Homewood, AL, 35209

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History

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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Other Business Activities

Judson is a finance committee member at Shades Crest Baptist Church since July 2023, attending monthly meetings and discussing financial matters. This activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
December 2009 - August 2024 · 14 yrs 8 mos
Ameriprise Financial Services, LLCBroker
December 2009 - August 2024 · 14 yrs 8 mos
State Registrations13 states
ALFLGAINKYMAMIMSNCSCTNTXWA
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.