Jeffrey Kohl Ludka
Investment adviser representative at Essex Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
$4.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Essex Financial Services, Inc.Jan 2024 to now
- Lighthouse Financial Management, LLCMay 2023 to Dec 2023
- Jb Capital, LLCFeb 2022 to Apr 2023
- Johnson BrunettiJun 2021 to Apr 2023
- The Wilds of New EnglandMay 2019 to Aug 2019
- Pensacola Christian CollegeAug 2018 to May 2021
- The Wilds of New EnglandJun 2018 to Aug 2018
- Pensacola Christian CollegeAug 2017 to May 2018
- The Wilds of New EnglandJun 2017 to Aug 2017
- Seaport Rv Resort and CampgroundApr 2017 to May 2023
- StudentAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Essex Financial Services, Inc.
$4.2BAssets managed
2,963Clients
33Advisers
23 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
- 7697851
- Firm CRD
- 127549