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Judson Ray Myers

Regency Investment Advisors Inc.

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About Judson Ray Myers

Judson Myers is a financial advisor registered in California. He is a Chartered Financial Analyst and has been in the industry since 1998. Judson is currently employed by Regency Investment Advisors Inc., located in Fresno, CA. He has experience with various financial products and services, including financial planning, pension consulting, and portfolio management. Prior to joining Regency Investment Advisors Inc., Judson worked at WM FINANCIAL SERVICES, INC., SIGMA FINANCIAL CORPORATION, and FIDELITY BROKERAGE SERVICES LLC.

Firm Information

Judson Myers is currently registered with Regency Investment Advisors Inc.. Regency Investment Advisors Inc. is an investment advisor based in Fresno, CA. The firm provides financial planning, pension consulting, and educational seminars. Regency Investment Advisors Inc. manages assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm has approximately $877 million in regulatory assets under management.
Regency Investment Advisors Inc.

1312 W HERNDON, SUITE 101

FRESNO, CA 93711

$877.33M

Assets Under Management

Not reported

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Judson Myers’s Registration & Firm History

CA

01/01/2025 - Present

Regency Investment Advisors Inc. (FRESNO CA)

CA

01/24/2005 - 05/02/2006

WM FINANCIAL SERVICES, INC. (FRESNO CA)

MI

03/27/2002 - 02/11/2003

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

RI

01/01/1998 - 08/16/2000

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judson Ray Myers.
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