Judson Howard Rodman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2008 → Present
  Citigroup Global Markets Inc
  Virginia Beach, VA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Virginia Beach, VA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-03-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Virginia Beach, VA
• 1995-10-10 → 2008-04-14
  Ubs Financial Services Inc.
  Norfolk, VA
  Norfolk, VA

Other Businesses

1. JHR PHOTOGRAPHY- EFFECTIVE 05/2015 - 2 HOURS AFTER BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-18
• S63 Uniform Securities Agent State Law Examination
  1983-03-10

Other Names

• Judson Howard (Jr) Rodman
• Judson Howard Rodman
• Judson Howard Rodman Jr.