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Jacob Peter Ludwick
CRD#: 4412725
IA
B
MORGAN STANLEYCRD#: 149777 3280 PEACHTREE ROAD NE, SUITE 2000
PWM
ATLANTA, GA 30305
PWM
ATLANTA, GA 30305
0
Disclosures
23
Years of Experience
View By:
State Registrations
B
Alabama 3/6/2023
B
Montana 3/6/2023
B
Alaska 3/6/2023
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Nebraska 3/6/2023
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Arizona 3/6/2023
B
Nevada 3/6/2023
B
Arkansas 3/6/2023
B
New Hampshire 3/6/2023
B
California 3/6/2023
B
New Jersey 3/6/2023
B
Colorado 3/6/2023
B
New Mexico 3/6/2023
B
Connecticut 3/6/2023
B
New York 3/6/2023
B
Delaware 3/6/2023
B
North Carolina 3/6/2023
B
District of Columbia 3/6/2023
B
North Dakota 3/6/2023
B
Florida 3/6/2023
B
Ohio 3/7/2023
B
Georgia 1/9/2023
B
Oklahoma 3/6/2023
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Georgia 2/20/2023
B
Oregon 3/6/2023
B
Hawaii 3/6/2023
B
Pennsylvania 3/6/2023
B
Idaho 3/6/2023
B
Rhode Island 3/6/2023
B
Illinois 3/6/2023
B
South Carolina 3/6/2023
B
Indiana 3/6/2023
B
South Dakota 3/6/2023
B
Iowa 3/6/2023
B
Tennessee 3/6/2023
B
Kansas 3/6/2023
B
Texas 3/6/2023
B
Kentucky 3/6/2023
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Texas 3/7/2023
B
Louisiana 3/6/2023
B
Utah 3/6/2023
B
Maine 3/6/2023
B
Vermont 3/6/2023
B
Maryland 3/6/2023
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Virginia 3/6/2023
B
Massachusetts 3/6/2023
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Washington 3/6/2023
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Michigan 3/6/2023
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West Virginia 3/6/2023
B
Minnesota 3/6/2023
B
Wisconsin 3/6/2023
B
Mississippi 3/6/2023
B
Wyoming 3/6/2023
B
Missouri 3/6/2023
SRO Registrations
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B
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IA
Registered with this firm since 2/20/2023
B
Registered with this firm since 1/9/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 04/02/2007 - 01/09/2023 | Atlanta, GA | |
B | 10/04/2002 - 04/02/2007 | NEW YORK, NY | |
B | 10/19/2001 - 11/12/2002 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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