Sarah E. Judson

CASCADE FINANCIAL PARTNERS

SAN DIEGO, CA 92130

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CRD#: 7343430

Professional summary

Sarah Elaine Judson, who also goes by Sarah Judson, is a registered financial advisor currently at CASCADE FINANCIAL PARTNERS, LLC located in San Diego, California.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sarah has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Judson

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.

(1) The Smart Fit Method; Non-investment related; 6949 El Camino Rl. #103, Carlsbad CA 92009; Fitness Personal Trainer; 09/2024; 24 hrs/month devoted to business; 0 hrs during trading hours; assisting individuals during workouts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elaine Judson'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 23, 2024 - Present

CASCADE FINANCIAL PARTNERS, LLC

Office #1: 3579 Valley Centre Drive Suite 125, San Diego, CA 92130

RIA

CRD#: 326620

SAN DIEGO, CA

Past

September 21, 2023 - July 25, 2024

CONNECTUS WEALTH

RIA

CRD#: 310912

North Andover, MA

Past

April 4, 2022 - September 14, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Concord, MA

Past

June 23, 2021 - February 25, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

May 7, 2021 - February 24, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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".

CASCADE FINANCIAL PARTNERS, LLC

AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC

CRD#: 326620 / SEC#: 801-128042

RIA

Registered Investment Advisory firm - (5/26/2023 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

California
(12/23/2024)

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: 6/9/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/7/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/30/2021

Securities Industry Essentials Examination

Current Firm

CASCADE FINANCIAL PARTNERS, LLC

AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC

CRD#: 326620 / SEC#: 801-128042

RIA

Registered Investment Advisory firm - (5/26/2023 Approved)

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Contact information

Main Address

3579 Valley Centre Drive Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 379-6701

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASCADE ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,069
AUM (Assets Under Management)	$ 1,160,595,429

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

Sarah E. Judson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elaine Judson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTUS WEALTH

AMERIPRISE FINANCIAL SERVICES, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CASCADE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2021

Series 7TO

Date: 5/7/2021

SIE

Date: 4/30/2021

Current Firm

CASCADE FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASCADE FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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