Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judson? Claim Your ProfileJudson Sibley Potter is an investment advisor representative with Raymond James & Associates, Inc., currently registered in Connecticut, New York and Texas. Judson has over 30 years of experience in the financial services industry and has been with Raymond James since 2015. Judson is a Series 3, 7, 9, 10, 63, and 65 licensed professional. Judson is a General Partner in a family owned real estate partnership and a Trust Protector for his step brother's special needs trust. Judson provides financial planning, portfolio management for businesses and individuals, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/09/2018 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
CT
01/11/1993 - 04/09/2015
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
IA
Issued 12/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Judson Potter is the right advisor for you? Invested Better is here to help.
