Judith K. Chu

P.J. ROBB VARIABLE

Harrisburg, PA 17110

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CRD#: 2140975

Professional summary

Judith Kelner Chu, who also goes by Jodi Anne Chu, Judith Kelner Chu, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.

Judith is registered as a RR (Registered Representative) and started their career in finance in 1991. Judith has worked at 19 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jodi Anne Chu | Judith Kelner Chu

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business: Blackridge Asset Management; Business Activity: RIA; Duties of position: Asset Management; Title IAR; Address: Jupiter, FL Start Date:02/2022; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40 Name of Business: Coalition of Hope; Business Activity: Coalition of Hope Board of Advisors; Duties of Position: Board Advisor for Disaster Relief; Title: Board Advisor; Address: Palm Beach, FL: Start Date: 05/2017; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 Name of Business: General Health, Group and Fixed Insurance; Business Activity: Insurance Sales; Title: Insurance Agent; Address: Jupiter, FL; Start Date: 02/2022; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent during trading hours: 20 Name of Business: Junior Achievement of the Palm Beaches & Treasure Coast; Business Activity: Community Service; Duties of Position: Grant Planning, Teaching; Title: Managing Member; Address: North Palm Beach, FL; Start Date: 02/2021; Approx. # of hours per month spent on activity: 4; Approx. # of hours spent during trading hours: 0 Name of Business: Leadership West Palm Beach, Chamber of the Palm Beaches; Business Activity: Leadership/ Community Service; Duties of the position: Day Chairman; Title: Day Chairman Address: Jupiter, FL; Start Date: 02/2022; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 Name of Business: Networklead Exchange; Business Activity: Networking; Duties of Position: Organizing networking events; Title: President: Address: North Palm Beach, FL; Start Date: 02/2021; Approx. # of hours per month spent on activity: 0; Approx. # of hours spent during trading hours: 0 Name of Business: Prosperity Catalina, LLC: Business Activity: Real Estate: Duties of Position: Administrative; Title: Managing Member; Address: North Palm Beach, FL; Start Date: 09/2020; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 Name of Business: Prosperity Investors, LLC: Business Activity: Real Estate: Duties of Position: Administrative; Title: Managing Member; Address: North Palm Beach, FL; Start Date: 09/2020; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 Name of Business: Prosperity Somerset, LLC: Business Activity: Real Estate: Duties of Position: Administrative; Title: Managing Member; Address: North Palm Beach, FL; Start Date: 09/2020; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0 Name of Business: Top Advisors Group; Business Activity: Insurance; Duties of Position: Coordinating Insurance Sales; Title: Director of Insurance Sales; Address: Jupiter, FL Start Date: 02/2022; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40 Name of Business: Civil Air Patrol; Business Activity: Volunteer; Duties of Position: Keep books balanced with head office; Title: Senior Member - Finance Officer; Address: Maxwell Airforce Base; Start Date: 05/01/2022; Approx. # of hours per month spent of activity: 4; Approx. # of hours spent during trading: 0

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Judith Kelner Chu's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 16, 2022 - Present

P.J. ROBB VARIABLE, LLC

Office #1: 4135 North Front Street, Harrisburg, PA 17110

CRD#: 38339

Harrisburg, PA

Past

March 7, 2022 - October 31, 2022

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Jupiter, FL

Past

February 28, 2022 - October 31, 2022

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

Jupiter, FL

Past

May 12, 2015 - March 10, 2022

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

North Palm Beach, FL

Past

April 16, 2015 - March 10, 2022

PRUCO SECURITIES, LLC.

CRD#: 5685

North Palm Beach, FL

Past

November 4, 2014 - March 27, 2015

CRD#: 3870

FORT WAYNE, IN

Past

April 12, 2002 - April 1, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 16710

BOCA RATON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/6/2024)

California
(3/6/2024)

Florida
(12/16/2022)

Georgia
(1/17/2025)

Massachusetts
(1/25/2024)

Michigan
(9/17/2024)

New York
(12/16/2022)

North Carolina
(7/25/2025)

Pennsylvania
(1/31/2023)

Texas
(7/22/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 12/15/1995

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/22/1995

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Mailing Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Phone number

(901) 722-5433

Established

Tennessee since 02/21/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CRUMP LIFE INSURANCE SERVICES, LLC	OWNER
COLLINS, HEATHER MARIE	ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER	5851459
CORDLE, COYE BAXTER III	CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER	4544954
HARRISON, BRUCE ANDREW	PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR	2232934
MERCHANT, JEFFREY S	CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR	4668892
SCHUYLER, JOHN EDWIN	SECRETARY AND DIRECTOR	1056044
STAHLNECKER, ERIN ELIZABETH	ALTERNATE PRINCIPAL OPERATIONS OFFICER	6606934

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.

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Advisor Monitoring

Firm Stability Insights

Judith K. Chu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Judith Kelner Chu's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

TRIPOINT GLOBAL EQUITIES/BANQ(R)

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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS ADVISORY, LLC

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RAYMOND JAMES & ASSOCIATES, INC.

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USALLIANZ SECURITIES, INC.

OSAIC FS, INC.

VERAVEST INVESTMENT ADVISORS, INC.

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State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2005

Series 63

Date: 9/11/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/14/1991

Series 27

Date: 12/15/1995

Series 24

Date: 8/22/1995

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

P.J. ROBB VARIABLE, LLC

TRUST BUT VERIFY

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