John Judd
John Judd is a registered investment advisor at Advisornet Wealth Partners, based in Lakewood, CO, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,514 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are non-negotiable and based on a fixed percentage of assets under management.
Fee Estimator
Location
225 Union Blvd, Suite 150, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
John is an insurance agent, spending about 10% of his time on insurance-related activities, and prepares tax returns, dedicating about a quarter of his time. He also engages in retail/online resale via arbitrage, spending a few hours per week.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Financial Security Management, INC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations3 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
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