JG
CFP
JG
CFP

Jude Vincent Gleason

30 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
429 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$880.9M

Fee Structure

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Location

8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Redw Wealth LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Bok Financial Securities, INC.Broker
September 2015 - November 2016 · 1 yr 2 mos
Bok Financial Advisors
August 2015 - November 2016 · 1 yr 3 mos
Redw Stanley Financial Advisors, LLC
January 2004 - August 2015 · 11 yrs 7 mos
Charles Schwab & CO., INC.
July 1998 - October 2002 · 4 yrs 3 mos
Charles Schwab & CO., INC.Broker
October 1989 - October 2002 · 13 yrs
Blinder, Robinson & CO., INC.Broker
June 1989 - November 1989 · 5 mos
Pan Oceanic Investments, INC.Broker
May 1989 - June 1989 · 1 mo
State Registrations3 states
AZNMTX
Advisor
Exams
No exam information available for this advisor.