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Marcum Financial Services

Christopher Jud


CPA*, MT
 
Senior Director
Marcum Financial Services LLC
Registered Representative
Raymond James Financial Services
*Licensed by the Commonwealth of Pennsylvania
 

1601 Market Street
4th Floor
Philadelphia, PA 19103

Chris Jud is a Senior Director in the Private Client Group at Marcum Financial Services’ Philadelphia office. He provides strategic financial planning services and investment portfolio strategy for individuals, families, and their businesses. Mr. Jud’s focus is on integrated wealth and tax planning, compliance, and consulting services. He is experienced in Federal and Pennsylvania estate, gift, and inheritance matters.

Mr. Jud brings an array of experience to the financial services practice. He has been involved in the financial services industry for over a decade. He started his career in the Audit department of a Big Four accounting firm before joining a Regional accounting firm to expand his experience in Tax and Wealth Management. He then worked at a boutique Multi-Family Office, where he worked directly with the Wealth Management and Trust Departments to provide tax support for wealth transfer planning strategies. He is involved in client’s income and gift tax returns, private foundations, corporate and partnership tax returns, and other filings.

Mr. Jud serves as Co-Chair of the PICPA’s Careers & Lifestyles Committee. He is the Greater Philadelphia PICPA Treasurer and was previously selected to the 40 Under 40: PICPA Members to Watch. He was a dual major in Accounting and Finance at La Salle University and earned a Masters in Taxation from Villanova University Charles Widger School of Law with a Concentration in Estate Planning. He was previously recognized as a Jack Reardon Young Alumni award recipient by La Salle University. He is a member of the American Institute of Public Accounting, Pennsylvania Institute of Public Accounting, and the Philadelphia Estate Planning Council.

Mr. Jud is a registered representative with Raymond James Financial Services. He is also an investment advisor representative.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania CPA Foundation, Former Board Member
  • Manor College, Former Advisory Board Member
  • Northern Children’s Services, Former President of the Endowment Fund Board
Subject Matter Expertise

Comprehensive Financial Planning
Investment Planning
Wealth Management
Portfolio Development
Estate & Legacy Planning
Retirement Planning
College Planning
Tax Planning

Practice Focus

High Net-Worth Individuals & Families
Business Owners
Corporate Executives
Corporate Retirement Plans
Closely-Held Companies
Family-Owned Businesses

Education

Bachelor of Science in Business Administration, Accounting & Finance
La Salle University

Master’s Degree, Taxation with Concentration in Estate Planning
Villanova University Charles Widger School of Law

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ABOUT RAYMOND JAMES

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

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10 Melville Park Road
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info@marcumfs.com

 

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