Jeffrey Alan Tudas
Investment adviser representative at Normandy Investment Advisors
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$273.4MFirm 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 assetsFixed 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
20 years in the industry.
- Normandy Investment AdvisorsSep 2021 to now
- Commonwealth Financial NetworkAug 2006 to Sep 2021
- Summit Wealth Advisors, LLCAug 2006 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (FL, KS, TX).
Normandy Investment Advisors
Legal name: Summit Investment Advisors Inc
$273.4MAssets managed
300Clients
5Advisers
5 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
- 4249199
- Firm CRD
- 316321