Cody Ray Judkins

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

• 03/2018 → 02/2022
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 02/2013 → 06/2017
  Investools By Td Ameritrade
  Draper, UT
• 06/2017 → 03/2018
  Unemployed
  Sandy, UT
• 08/2012 → 12/2017
  University Of Utah
  Salt Lake City, UT
• 02/2022 → Present
  Charles Schwab & Co., Inc.
  Salt Lake City, UT
• 02/2022 → Present
  Charles Schwab Bank, Ssb
  Salt Lake City, UT

Previous Registrations

• 2019-07-01 → 2022-02-16
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2019-04-12
• S63 Uniform Securities Agent State Law Examination
  2018-05-01

Designations

• Certified Financial Planner

Other Names

• Cody Ray Judkins
• Cody Judkins