Jude V. Gleason
Professional summary
Jude Vincent Gleason, AIF®, CFP® is a registered financial advisor currently at REDW WEALTH LLC located in Albuquerque, New Mexico.
Jude is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jude has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jude Vincent Gleason's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
September 21, 2021 - Present
REDW WEALTH LLC
Office #1: 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113Office #2: 5353 N 16th St Suite 200, Phoenix, AZ 85016September 16, 2015 - November 7, 2016
BOK FINANCIAL SECURITIES, INC.
August 31, 2015 - November 7, 2016
BOK FINANCIAL SECURITIES, INC.
January 13, 2004 - August 13, 2015
REDW WEALTH LLC
July 28, 1998 - October 21, 2002
CHARLES SCHWAB & CO., INC.
October 13, 1989 - October 21, 2002
CHARLES SCHWAB & CO., INC.
June 9, 1989 - November 17, 1989
BLINDER, ROBINSON & CO., INC.
May 23, 1989 - June 17, 1989
PAN OCEANIC INVESTMENTS, INC.
Primary Firm SEC Registration
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2021)
(9/21/2021)
(1/2/2024)
Exams
Series 8
Date: 3/8/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,019 |
| AUM (Assets Under Management) | $ 880,865,022 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 10/30/2024 | ||
| 09/05/2023 | ||
| 09/01/2023 | ||
| 08/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REDW WEALTH LLC
CRD#: 109446Albuquerque, NM 87113TRUST BUT VERIFY
Monitor Jude Gleason
Get automatic monthly alerts on:
