Judson David Morrison

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Birmingham, AL
• 03/2020 → 08/2024
  Ameriprise Financial Services, Llc
  Birmingham, AL
• 08/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Homewood, AL

Previous Registrations

• 2009-12-17 → 2024-08-26
  Ameriprise Financial Services, Llc
  Birmingham, AL
  Birmingham, AL
  Hoover, AL

Other Businesses

SHADES CREST BAPTIST CHURCH, INVT RELATED, HOOVER, AL, FINANCE COMMITTEE MEMBER, START DATE 7/11/2023, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MONTHLY MEETINGS, DISCUSSING FINANCIAL AND BUDGET MATTERS PRESENTED TO THE COMMITTEE. RENTAL PROPERTY - SOUTH COLLEGE ; INV RELATED; AUBURN, AL; RENTAL ;100% OWNERSHIP; START DATE: 11/21/2025; 4 HRS PER MONTH; 4 HRS DURING TRADING; | HOOVER COUNTRY CLUB; NOT INV RELATED; HOOVER,AL; CLUB;MEMBERSHIP COMMITTEE MEMBER; START DATE: 01/20/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;| HOOVER HIGH SCHOOL; NOT INV RELATED;HOOVER,AL; ANNOUNCER; START DATE: 05/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; LAKESHORE ADVISORY GROUP, LLC; INV RELATED;HOMEWOOD,AL; FINET PRACTICE ;100% OWNERSHIP; START DATE: 05/29/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2009-12-15

Designations

• Certified Financial Planner

Other Names

• Jud David Morrison
• Jud D Morrison