Judson E Cass
Investment adviser representative at A & I Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$560MFirm 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
Experience
14 years in the industry.
- A & I Wealth ManagementJul 2012 to now
- A & I Financial Services LLCJul 2012 to now
- Geneos Wealth Management IncJul 2012 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
A & I Wealth Management
Legal name: A & I Financial Services, LLC
$560MAssets managed
518Clients
11Advisers
17 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
- 4366653
- Firm CRD
- 148357