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Jonathan Ludwig

United Planners' Financial Services Of America A Limited Partner

Raleigh, NC

Chapel Hill, NC

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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-10
VA RA APPROVED 2025-10-10
  • NC RA
    APPROVED
    Since 2025-10-10
  • VA RA
    APPROVED
    Since 2025-10-10

Branch Locations

9121 Anson Way Ste. 200, Raleigh, NC 27615 • United States

50101 Governors Drive Ste. 280, Chapel Hill, NC 27517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accenture Arlington VA 08/2019 07/2025
Fjy Financial Reston VA 05/2018 08/2019
Fjy Financial Reston VA 05/2017 08/2017
Virginia Tech Blacksburg VA 08/2017 05/2018
Virginia Tech Blacksburg VA 08/2016 05/2017
United Planners Financial Services Scottsdale AZ 07/2025 Present
Accenture Federal Services Arlington VA 08/2019 Present
  • 08/2019 → 07/2025
    Accenture
    Arlington, VA
  • 05/2018 → 08/2019
    Fjy Financial
    Reston, VA
  • 05/2017 → 08/2017
    Fjy Financial
    Reston, VA
  • 08/2017 → 05/2018
    Virginia Tech
    Blacksburg, VA
  • 08/2016 → 05/2017
    Virginia Tech
    Blacksburg, VA
  • 07/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 08/2019 → Present
    Accenture Federal Services
    Arlington, VA
Other Businesses

1.) ACCENTURE FEDERAL SERVICES - GROWTH & STRATEGY MANAGER - CONSULTING SERVICES - ARLINGTON, VA - SINCE 08/2019 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10
Other Names
  • Jon Ludwig

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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