Judson Gee, CEP®

JHG Financial, Inc.
2616 Fort Street
Charlotte, NC 28205
(704) 536-3423
Mobile: (704) 301-4080
(704) 536-3425

judson.gee@jhgfinancial.com
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CEP® Date Awarded
July 1, 2008

Judson H. Gee, CEP®
Managing Partner JHG Financial

With over 20 years in the financial services industry, Jud brings extensive knowledge and in-depth understanding of clients' needs to his financial planning practice. He draws on many years of money management experience to help individuals and small businesses achieve their financial goals through personalized financial planning and effective wealth management strategies.

As a result of this success, Judson has been named a FIVE STAR Best In Client Satisfaction Wealth Manager every year since 2008. * In 2009, he was voted one of Charlotte's 40 Under 40 by the Charlotte Business Journal. He has also been sought out by many high-profile media outlets, such as CNBC, TIME magazine, The Business Journals of America, USA Today and Kiplinger's Personal Finance magazine, to provide insightful commentary on a variety of personal finance topics. Additionally, he has been featured in Charlotte's print and television media, including The Charlotte Observer, Charlotte Talks, WSOC, WCCB, WBTV and Channel 14 News.

* The FIVE STAR Best in Client Satisfaction Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged, and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client's evaluation.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.


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