Jude Vincent Gleason
Investment adviser representative at Redw Wealth LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$869.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Redw Wealth LLCSep 2021 to now
- Century BankJul 2020 to Sep 2021
- First American BankOct 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 3 states (AZ, NM, TX).
Redw Wealth LLC
$869.2MAssets managed
403Clients
8Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1932500
- Firm CRD
- 109446