Judson Harris Gee
Investment adviser representative at Kingswood Wealth Advisors, LLC
26 yearsExperience
11 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Kingswood Wealth Advisors, LLCFeb 2019 to now
- Kingswood Capital Partners, LLCJun 2018 to now
- Jhg FinancialSep 2000 to now
- Niagara International Capital LimitedMay 2017 to Jun 2018
- Hayden Royal (previously Great Lakes & Atlantic)Jun 2015 to Feb 2019
- Uhlmann Price SecuritiesJun 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 11 states (CA, GA, IN, KY, LA, MI, NC, SC, TX, VA, WI).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 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
- 2453009
- Firm CRD
- 288792