JW
JW

Judson Whigham

2 Years of Experience
Austin, TX
Broker

Judson Whigham is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

Get directions

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.

Learn about disclosures →
Other Business Activities

Judson is involved in several business activities, including partnerships in farming entities and ownership roles in various companies, such as a laundromat and family-owned ranches. He dedicates minimal time to most of these ventures, with the exception of the short-term rental business, Breck Snow Day LLC, which takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
State Registrations13 states
CACOFLGAILLAMAMONVNYOKORTX
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.
Judson Whigham - Financial Advisor | TrueAdvisor