JL
JL

Jeffrey Kohl Ludka

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,967 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

176 Westbrook Road, Essex, CT, 06426

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History

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.

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Other Business ActivitiesSells Insurance

Jeffrey works as an insurance agent for Essex Financial Services Inc, selling life insurance and fixed annuities since January 2024. This activity requires minimal time.

Employment History
Current Registrations
Essex Financial Services, INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Lighthouse Financial Management, LLC
June 2023 - January 2024 · 7 mos
Johnson Brunetti
February 2023 - May 2023 · 3 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.