JH
JH

Jeffrey Steven Hudak

19 Years of Experience
Broker
Areas of Practice
Investment ManagementSocially Responsible Investing
Compensation
Fee-Only (AUM)
Firm Size
45 advisors
Number of Clients
122,375 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$180.8B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Loading...

Location

One Madison Avenue, 18th Floor, New York, NY, 10010

Get directions

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.

Learn about disclosures →
Other Business Activities

Jeffrey owns a condo in Stamford, CT since 2012, requiring minimal time. He also owns EJ Venture Consulting LLC and is a partner in J3 Creative Consulting LLC, each taking a few hours per week.

Employment History
Current Registrations
Franklin Distributors, LLCBroker
February 2011 - Present · 15 yrs
Clearbridge Investments, LLC
February 2011 - Present · 15 yrs
Franklin Distributors, LLC
February 2011 - Present · 15 yrs
Previous Registrations
People's Securities, INC.
June 2008 - January 2011 · 2 yrs 7 mos
People's Securities, INC.Broker
July 2006 - January 2011 · 4 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.