Cody Judkins, financial advisor Cottonwood Heights UT

Cody Judkins

CRD Number: 6925694
Current Firm: Charles Schwab & Company, Inc.

Cody Judkins (CRD# 6925694) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 4 years of experience in the finance industry. Cody Judkins 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
Charles Schwab & Company, Inc. Salt Lake City, UT Feb 2022 - Current < 1
Charles Schwab Bank, Ssb Salt Lake City, UT Feb 2022 - Current < 1
Fidelity Brokerage Services, LLC Salt Lake City, UT Mar 2018 - Feb 2022 3
Unemployed Sandy, UT Jun 2017 - Mar 2018 < 1
University Of Utah Salt Lake City, UT Aug 2012 - Dec 2017 5
Investools By Td Ameritrade Draper, UT Feb 2013 - Jun 2017 4
Lagoon Farmington, UT Feb 2009 - Feb 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2018
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Cody R. Judkins
Phone Number: 415-667-7000
Registered State(s):
  • UT
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
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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