Unclaimed
Matthew Ludwig is a financial advisor with J.p. Morgan Securities LLC, registered with the state of Colorado since July 2013 and with the state of Texas since June 2022. Matthew has been in the financial industry since July 2012 and is licensed to sell a variety of investment products, including securities and investment company products. Matthew specializes in portfolio management for individuals, businesses, and pension plans. Matthew also provides financial planning services to clients. J.p. Morgan Securities LLC is a leading investment firm with over $50 billion in assets under management. The firm offers a wide range of investment products and services to individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
06/27/2022 - Present
J.p. Morgan Securities LLC (DENVER CO)
FL
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT LAUDERDALE FL)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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