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James William Judge

Ethos Financial Group, LLC

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About James William Judge

James William Judge is an Investment Advisor Representative at Ethos Financial Group, LLC. James Judge is registered with the state of Pennsylvania. James Judge has been in the financial services industry since 2004. James Judge has passed the Series 6, Series 63, and Series 65 exams. James Judge is a Chartered Financial Analyst. James Judge has worked with various organizations throughout his career. James Judge is also involved in a volunteer committee member role at Villanova, PA.

Firm Information

James Judge is currently registered with Ethos Financial Group, LLC. Ethos Financial Group, LLC is an investment advisor headquartered in KING OF PRUSSIA, PA. The firm manages approximately $913,934,805 in client assets, with a focus on providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. The firm has 20 investment advisor representatives and 12 licensed agents.
Ethos Financial Group, LLC

2200 RENAISSANCE BLVD

KING OF PRUSSIA, PA 19406

$913.93M

Assets Under Management

Not reported

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Judge’s Registration & Firm History

PA

06/24/2024 - Present

Ethos Financial Group, LLC (KING OF PRUSSIA PA)

PA

01/04/2006 - 07/06/2006

BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)

PA

07/14/2004 - 12/21/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 11/29/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James William Judge.
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