Patsy Jud

Financial advisor at Cetera Investment Advisers · Holton, MI

Last updated 2026-10-10

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Patsy Jud is a financial advisor at Cetera Investment Advisers in Holton, MI, CRD 7617455. Licenses and exams on the registration: Series 66. IAPD registration began 2024-03-21.

Registration

CRD number
7617455
Registration status
Active
IAPD registration
2024-03-21
Industry Experience
2 years
Work Experience
23 years
States registered
MI

Licenses and exams

  • Series 66

Work history

  • 2003-10 to 2022-04 · Glaxosmithkline · Durham, NC
  • 2010-07 to Present · Patsy Sc Jud, LLC · Holton, MI
  • 2022-09 to Present · Cetera Advisors LLC · St. Cloud, MN
  • 2024-03 to Present · Cetera Investment Advisers LLC · Schaumburg, IL

Current employment

SEC IAPD record for Patsy Jud

Cetera Investment Advisers

Regulatory AUM
$256,813,748,739
Registered advisors
10,370
Offices
7,392
Clients per advisor
78.5 (Moderate)
Average AUM per client
$315.5K (Low)
High-net-worth client ratio
9.7% (Low)

Cetera Investment Advisers: advisors, services and reported ETF investments

About

Patsy Jud is a financial advisor at Cetera Investment Advisers LLC, operating as Cetera Investment Advisers in Holton, MI. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 23 years of reported work history. Reported roles include Cetera Advisors LLC, Patsy Sc Jud, LLC, Glaxosmithkline.

SEC disclosures list additional business and community activities: 1: fixed-insurance sales and service.

Cetera Investment Advisers' firm-level Form ADV reports 10,370 advisors across 7,392 offices; approximately 78.5 clients per advisor, average assets per client of $315,511, and regulatory AUM of $256.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $73.1B across 1,688 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patsy Jud personally.

Reported ETF positions

Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Cetera Investment Advisers
FundReported value
IVV — iShares Core S&P 500 ETF$3.6B
VTV — Vanguard Morningstar Value ETF$1.7B
QQQ — Invesco QQQ Trust, Series 1$1.7B
AGG — iShares Core U.S. Aggregate Bond ETF$1.5B
VOO — Vanguard S&P 500 ETF$1.5B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Cetera Investment Advisers on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant

Location

Holton, MI

1 advisor at this office.

Cetera Investment Advisers office in Holton, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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