John Loehle, financial advisor Chattanooga TN
88 score

John Loehle

CRD Number: 6419752
Current Firm: Barnett & Co Inc.

John Loehle (CRD# 6419752) is an Investment Advisor Representative working at Barnett & Co Inc. in Chattanooga, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Barnett And Company, Inc. Chattanooga, TN Sep 2012 - Current 4
University Of Tennessee At Chattanooga Chattanooga, TN Oct 2012 - Jun 2013 < 1
University Of Tennessee At Chattanooga Chattanooga, TN Oct 2009 - May 2013 3
Tullahoma High School Tullahoma, TN Aug 2006 - Jul 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for John M. Loehle
Phone Number: 423-756-0125
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    298
    MILLIONS
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $1,075,018
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, CA, CO, DC, FL, GA, IA, IL, MD, MI, MS, NC, ND, NH, NY, PA, SC, TN, TX, VA, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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