Title: Managing Partner
Company: JHG Financial
Location: Charlotte, North Carolina, United States
Judson H. Gee, CEP, Managing Partner at JHG Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in tax mitigation and wealth management.
With nearly 30 years of experience to his credit, Mr. Gee has excelled as a managing partner with JHG Financial since 2000. During this time, he was additionally active as a managing partner with LPL Financial from 2001 to 2013. Moreover, he has found success as the executive director of the Gee Family Foundation, a private foundation that donates 5 percent of its worth annually to more than 15 charities. Prior to these positions, he began his career with Hilliard Lyons and Robert W. Baird & Co. Incorporated as a financial advisor from 1995 to 2000. Before embarking on his professional path, Mr. Gee obtained a bachelor’s degree from Central Piedmont Community College in 1990, a Bachelor of Arts in economics from UNC Charlotte in 1993, and his certification as an estate planner.
Striving to learn something new and unique within his field every day, Mr. Gee has attributed his success to his unwavering motivation to assist his clients with tax mitigation, estate settling, and other financial challenges, his impressive range of skills and expertise, and his desire to contribute to society. Among his many achievements, he is incredibly proud to help his clients achieve financial security which enables them to retire, ensure their children receive a quality education, and protect their families. However, he is notably driven by his ability to give back to those in need, inviting clients to participate in charitable events and networking while working side-by-side with people who may benefit from his charitable efforts and donations. Looking toward the future, Mr. Gee hopes to continue expanding JHG Financial alongside an associate wealth advisor, building upon their services while cementing a succession plan to ensure success in both the long and short term.
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