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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wesley Judd is an Investment Advisor Representative associated with CIBC Private Wealth Advisors, Inc., working in the Chicago, IL area. James has been in the financial services industry since January of 2015. James has passed the Uniform Investment Adviser Law Examination. James is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/17/2019 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IA
Issued 05/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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