Jude R. Mcdonough

ALLIANCE WEALTH ADVISORS

Scranton, PA 18503

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CRD#: 4944480

Professional summary

Jude Ryan Mcdonough, AIF®, CFP®, who also goes by Jude R Mcdonough, Jude Mcdonough, is a registered financial advisor currently at ALLIANCE WEALTH ADVISORS, LLC located in Scranton, Pennsylvania.

Jude is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jude has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jude R Mcdonough | Jude Mcdonough

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) - RIA

Click below to view Jude Ryan Mcdonough'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 13, 2019 - Present

ALLIANCE WEALTH ADVISORS, LLC

Office #1: 538 Biden Street Suite 700, Scranton, PA 18503

RIA

CRD#: 288394

Scranton, PA

Past

February 14, 2018 - November 6, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUNKHANNOCK, PA

Past

February 14, 2018 - November 6, 2019

LPL FINANCIAL LLC

CRD#: 6413

TUNKHANNOCK, PA

Past

January 31, 2011 - February 16, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

WILKES BARRE, PA

Past

January 14, 2011 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

WILKES BARRE, PA

Past

May 26, 2010 - January 27, 2011

COMMUNITY INVESTMENT SERVICES, INC.

CRD#: 46332

PITTSON, PA

Past

December 22, 2009 - May 19, 2010

STERLING INVESTMENT ADVISORS LTD.

RIA

CRD#: 140710

BERWYN, PA

Past

September 22, 2008 - May 28, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BERWYN, PA

Past

September 11, 2006 - September 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EXTON, PA

Past

September 11, 2006 - September 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EXTON, PA

Past

June 17, 2005 - March 1, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

May 26, 2005 - March 1, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE CENTER FOR INVESTOR EDUCATION | THE ROSE HOLCOMB ROSS GROUP | ALLIANCE WEALTH ADVISORS, LLC

CRD#: 288394 / SEC#: 801-110512

RIA

Registered Investment Advisory firm - (6/6/2017 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/13/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/16/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/2005

General Securities Representative Examination

Current Firm

ALLIANCE WEALTH ADVISORS, LLC

ALLIANCE CENTER FOR INVESTOR EDUCATION | THE ROSE HOLCOMB ROSS GROUP | ALLIANCE WEALTH ADVISORS, LLC

CRD#: 288394 / SEC#: 801-110512

RIA

Registered Investment Advisory firm - (6/6/2017 Approved)

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Contact information

Main Address

538 Biden Street Suite 700, Scranton, PA 18503

Mailing Address

Phone number

(570) 961-1516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLIANCE WEALTH ADVISORS ADV BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	643
AUM (Assets Under Management)	$ 498,454,880

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

Jude R. Mcdonough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jude Ryan Mcdonough's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

COMMUNITY INVESTMENT SERVICES, INC.

STERLING INVESTMENT ADVISORS LTD.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ALLIANCE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/25/2005

Current Firm

ALLIANCE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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