Unclaimed Profile

Judith Ann Mcgee

MCGEE WEALTH MANAGEMENT, INC.·PORTLAND, Oregon

SIE, Series 1, Series 7, Series 24, Series 51, Series 52TO, Series 63, Series 65CFP ChFC23 years registeredMCGEE WEALTH MANAGEMENT, INC.

12455 SW 68TH AVENUE, PORTLAND, OR 97223CRD# 861504Firm CRD# 109847

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Judith Ann Mcgee · PORTLAND, OR

Registration

CRD #861504 · MCGEE WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCGEE WEALTH MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

Feb 2021 – Mar 2023

Portland, OR

MCGEE WEALTH MANAGEMENT, INC.

Oct 2002 – Mar 2021

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 51

Series 52TO

Series 63

Series 65

Registration record

First registered · October 2, 2002

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

2009Customer Dispute·Closed-No Action

2004Customer Dispute·Award / Judgment

2003Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MCGEE WEALTH MANAGEMENT, INC.

CRD 109847 · SEC 801-34233

AUM

$554M

Regulatory assets under management

Employees

1,414 client accounts

Services offered by MCGEE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCGEE WEALTH MANAGEMENT, INC. →

Introduction

Speak with Judith

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Judith is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Judith Ann Mcgee offer?

Judith Ann Mcgee specializes in Financial Planning, Investment Management.

What are Judith Ann Mcgee's credentials?

Judith Ann Mcgee holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Judith Ann Mcgee located?

Judith Ann Mcgee is based in PORTLAND, Oregon, last registered with MCGEE WEALTH MANAGEMENT, INC..

How does Judith Ann Mcgee charge for services?

Judith Ann Mcgee's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCGEE WEALTH MANAGEMENT, INC.?

MCGEE WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →