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Judson Paul Just

Charles Schwab & CO., Inc.

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About Judson Paul Just

Judson Just is a financial professional with over 20 years of experience in the financial services industry. Judson is currently registered with Charles Schwab & Co., Inc., and previously worked at firms including PEAK6 CAPITAL MANAGEMENT LLC, PEAK6 PERFORMANCE MANAGEMENT LLC, and HEARTLAND ADVISORS, INC. Judson's professional designations include Chartered Financial Analyst. Judson specializes in financial planning services and selection of other advisors.

Firm Information

Judson Just is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Judson Just’s Registration & Firm History

TX

01/30/2020 - Present

Charles Schwab & CO., Inc. (Westlake TX)

IL

03/30/2009 - 12/22/2010

PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)

IL

09/05/2008 - 03/23/2009

PEAK6 PERFORMANCE MANAGEMENT LLC (CHICAGO IL)

IL

09/17/2002 - 09/02/2008

PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)

WI

08/06/1993 - 03/17/1999

HEARTLAND ADVISORS, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 06/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Judson Paul Just.
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