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Jeffrey M Judge

Maryland Financial Group, Inc.

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About Jeffrey M Judge

Jeffrey Judge is a financial advisor with Maryland Financial Group, Inc. He is a registered representative in 13 states. Jeffrey has been in the financial services industry since April 2011. Jeffrey specializes in providing financial planning and portfolio management services for individuals and corporations. He has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jeffrey is also a registered investment advisor representative.

Firm Information

Jeffrey Judge is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

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 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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Jeffrey Judge’s Registration & Firm History

MD

11/22/2021 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

MD

03/25/2017 - 11/23/2021

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

MD

04/08/2011 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (Baltimore MD)

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Licenses & Designations

IA

Issued 09/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/07/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey M Judge.
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