Jerry Judd has been an investment adviser representative at Compass Financial Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 156345
Investment adviser representative registrations
Jerry Judd is registered as an investment adviser representative in Texas, since June 2026.
- TexasSince 1 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8285768
- Firm
- Compass Financial Management · CRD 156345
- Office
- 1400 McKinney St. Suite 2309, Houston, TX 77010
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jerry Judd work?
Jerry Judd is an investment adviser representative registered through Compass Financial Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jerry Judd a financial advisor?
Yes. Jerry Judd has a current investment-adviser registration in Texas, through Compass Financial Management since June 2026.
How many years of experience does Jerry Judd have?
Jerry Judd has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Jerry Judd passed?
Jerry Judd passed the Series 65 in June 2024.
Where is Jerry Judd based?
Jerry Judd’s registered office is in Houston, TX.
Is Jerry Judd registered with FINRA?
No. Jerry Judd has no current broker registration.
How can I verify Jerry Judd’s record?
Search CRD 8285768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Judd’s full registration record.
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