Jeff Judson, financial advisor Walnut Creek CA
96 score

Jeff Judson

CRD Number: 4493270
Current Firm: Northwestern Mutual Investment Services,llc

Jeff Judson (CRD# 4493270) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Walnut Creek, CA and has over 14 years of experience in the finance industry. Jeff Judson 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
Northwestern Mutual Wealth Management Company Milwaukee, WI Nov 2013 - Current 3
The Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2002 - Current 14
The Northwestern Mutual Investment Services, LLC Milwaukee, WI Jan 2002 - Current 14
Northwestern Mutual Investment Services, LLC Walnut Creek, CA Jan 2006 - Mar 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Jeff A. Judson
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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