Matthew Ludwick
Investment adviser representative at Edward Jones
13 yearsExperience
3 statesRegistered in
CFADesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesApr 2025 to now
- Hancock Whitney Bank/cetera Investment Advisers LLCMay 2022 to Apr 2025
- LPL Financial LLCJan 2021 to Mar 2022
- Hancock WhitneyJan 2020 to Dec 2020
- The Vanguard Group, Inc.Aug 2018 to Jan 2020
- The University of North Carolina At CharlotteJul 2017 to Aug 2018
- Mississippi State UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MS, NC, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6997156
- Firm CRD
- 250