Jeffrey Judge
Jeffrey Judge is a CFP, ChFC-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Forest Hill, MD, with 15 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
Forest Hill, MD
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 →Other Business ActivitiesSells Insurance
Jeffrey is involved in several investment-related activities, including non-variable insurance since 2011 and a DBA for his LPL business, Chesapeake Financial Planners, LLC, since 2021. He also dedicates nearly full-time hours to Chesapeake Financial Planners and Great Valley Advisor Group, Inc. as a registered investment advisor.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations12 states
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
- Stephen Pupa, CFPCommonwealth Financial Network
- James Duffy, CFPLPL Enterprise, LLC
- Alexander Monk, CFPArkadios Wealth Advisors
- Jeffery Akers, CFPArkadios Wealth Advisors
- Brian Akers, CFPArkadios Wealth Advisors
- Charles Wetzel, CFPKestra Advisory Services, LLC