Judson Cass, financial advisor Englewood CO

Judson Cass

CRD Number: 4366653
Current Firm: A & I Financial Services, LLC

Judson Cass (CRD# 4366653) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 19 years of experience in the finance industry. Judson Cass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Geneos Wealth Management Inc. Englewood, CO Jul 2012 - Current 8
A & I Financial Services LLC Englewood, CO Jul 2012 - Current 8
Northwestern Mutual Investment Services, LLC Denver, CO Feb 2012 - Jul 2012 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2012 - Jul 2012 < 1
Td Ameritrade Denver, CO Mar 2008 - Feb 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Judson E. Cass
By the Numbers
  • Total Assets Under Management
    345
    MILLIONS
  • Total Number of Accounts
    1,908
    ACCOUNTS
  • Average Account Value
    $180,585
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, NE, TX, WA

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