Adam Ludman
Tax Advisory, Advice Lab
简历
Adam Ludman is a senior member of the Tax Advisory group in the Advice Lab at J.P. Morgan Private Bank, a multidisciplinary team with deep expertise across dynamic planning areas that impact our clients. He works with clients and their professional advisors on wealth structuring and tax issues.
Adam has experience across the full life cycle of taxation, from legislative and policy matters to planning, implementation, compliance and controversy resolution. Prior to his current role, Adam spent more than a decade as in-house tax counsel, most recently as an Executive Director in the Corporate Tax Department at J.P. Morgan, where he advised the firm’s global lines of business on tax matters impacting clients. Prior to joining J.P. Morgan, he was an in-house tax attorney at American Express, and a tax consultant for several publicly traded and closely held companies.
Adam received an LL.M. in Taxation from Georgetown University Law Center, a J.D. from Delaware Law School, and a B.A. from Villanova University.
Adam resides in Fair Haven, New Jersey, with his wife and two daughters.
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
*必填栏目
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。