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Brandon Scott Judas

Neil Jesani Wealth Management

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About Brandon Scott Judas

Brandon Scott Judas is an investment advisor representative currently working for Neil Jesani Wealth Management. Brandon has over 8 years of experience in the financial industry. Brandon has been in the industry since 2015 and has held positions at firms such as Ameritas Investment Corp., Investcorp, Inc., and Singer Wealth Advisors LLC. Brandon is licensed in California, Florida, and Texas. Brandon holds a Series 6 and Series 65 license. Brandon specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Brandon Judas is currently registered with Neil Jesani Wealth Management. Neil Jesani Wealth Management is a wealth management firm with $102,544,139 in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and other investment advisors.

$102.54M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Judas’s Registration & Firm History

FL

11/07/2024 - Present

Neil Jesani Wealth Management (SUNRISE FL)

FL

06/27/2017 - 04/16/2018

INVESTACORP, INC. (BOCA RATON FL)

NE

05/28/2015 - 05/05/2017

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

IA

Issued 09/21/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Scott Judas.
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