AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JL

Judson D. Laverell

Some features on this profile are disabled
CRD#: 303768
JL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Judson Daniel Laverell II, who also goes by Judson Daniel Laverell, was a registered financial professional .

Judson is a previously registered financial professional and started their career in finance in 1968. Judson had worked at 11 firms and has passed the Series 000, Series 1, Series 27, Series 12 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Judson Daniel Laverell

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 17, 1994 - February 25, 2005

N. D. MEYER & CO., INC.

BD
CRD#: 6937
PHILADELPHIA, PA
Past

December 1, 1989 - December 1, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 24, 1989 - December 1, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 1, 1989 - November 6, 1989

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

BD
CRD#: 16201
Past

January 14, 1986 - January 19, 1989

LAVERELL, REYNOLDS SECURITIES, INC.

BD
CRD#: 17456
Past

August 2, 1984 - January 14, 1986

SCHAFFER, NECKER & CO.

BD
CRD#: 7142
Past

April 5, 1984 - June 22, 1984

J. H. WAGNER & CO. INC.

BD
CRD#: 7257
Past

February 20, 1981 - March 6, 1984

ADVEST, INC.

BD
CRD#: 10
Past

November 29, 1976 - March 19, 1981

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

September 15, 1972 - January 4, 1977

SCHRODER & CO. INC.

BD
CRD#: 6112
Past

March 28, 1968 - October 11, 1972

DREXEL HARRIMAN AND RIPLEY INC

BD
CRD#: 1000001

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 000
Date: 3/25/1968
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 3/25/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 12
Date: 1/24/1977
NYSE Branch Manager Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/30/1976
Registered Principal Examination

Current Firm


ND
N. D. MEYER & CO., INC.
N. D. MEYER & CO., INC.

CRD#: 6937 / SEC#: , 8-19351

BD
Terminated by SEC on 03/13/2006
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 09/30/1975
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SWANSON, AMY LYNNPRESIDENT/CCO2693196
ARMSTRONG, JOHN RUSSELLSENIOR VICE PRESIDENT837997

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


N. D. MEYER & CO., INC.

CRD#: 6937

TRUST BUT VERIFY

Monitor Judson Laverell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics