Jacob Ludwick is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
April 2007 - January 2023 · 15 yrs 9 mos
Morgan Stanley Dw INC.Broker
October 2002 - April 2007 · 4 yrs 6 mos
Sands Brothers & CO., LTD.Broker
October 2001 - November 2002 · 1 yr 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.