Jeffrey A Judson, CFA®, CFP®, CLU®, RICP®, AEP®

Wealth Management Advisor

Professional

UC Davis: BS (with Honors) in Agricultural & Managerial Economics
Pacific Investment Management Company (PIMCO): 1995-1997
Allianz Global Investors: 1997-2001

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2007-2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2016-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2017

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2005-2010

Award recognizing persistency and performance

 

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