Judson Philip Doherty

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 12/2022
  Alps Distributors, Inc.
  Denver, CO
• 03/2022 → 09/2022
  Stadion Money Management, Llc
  Watkinsville, GA
• 04/2009 → 03/2022
  Stadion Money Management, Llc
  Watkinsville, GA
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Athens, GA
• 03/2024 → Present
  Athens Country Club
  Athens, GA

Previous Registrations

• 2004-09-10 → 2022-09-09
  Stadion Money Management, Llc
  Watkinsville, GA

Other Businesses

1) Athens Country Club | Investment Related:No|2700 Jefferson Rd|Athens|GA|30677|USA|Other|Boards of Directors|3/12/2024|Less than 20|0|I have been asked to serve on the Board of Athens Country Club. This is a 3 year term, and will include serving on the finance committee of the Club as well as serving as Board President in my 3rd year , 2) Athens CS, LLC | Investment Related:Yes|Financial Services|Member|8/24/2022|20-40|7|Entity established exclusively in connection with the rep’s independent broker relationship with the firm for liability, protection and tax purposes

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-09
• S66 Uniform Combined State Law Examination
  1996-10-31

Designations

• Chartered Financial Analyst

Other Names

• Jud Doherty
• Judson Doherty