Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ludy is a financial advisor registered with J.p. Morgan Securities LLC. Thomas has been in the financial industry since 2022. Thomas is a Series 63, Series 6TO and SIE licensed professional. Thomas specializes in 1, 2, 4, 5 and 6. Thomas is registered with the state of Indiana. J.p. Morgan Securities LLC is a registered investment advisor with the SEC. The firm has approximately $50 billion in assets under management and serves a variety of clients including individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, insurance companies, labor unions, and state and municipal government entities. The firm's compensation arrangements include a percentage of assets and other fees. The firm provides a wide range of advisory services including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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
IN
09/23/2022 - Present
J.p. Morgan Securities LLC (Zionsville IN)
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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