Jason LoydCRD Number: 5993205
Current Firm: Edward Jones
Jason Loyd (CRD# 5993205) is an Investment Advisor Representative working at Edward Jones in Jacksonville, OR and has over 6 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Edward Jones||St Louis, MO||Nov 2011 - Current||6|
|Health Integrity LLC||Dallas, TX||Feb 2010 - Nov 2011||1|
|Bank Of America||Dallas, TX||Oct 2009 - Feb 2010||< 1|
|Us Department Of Labor Oig/oi||Dallas, TX||Feb 2009 - Aug 2009||< 1|
|Us Department Of Health And Human Services Oig/oi||Dallas, TX||Jul 2008 - Dec 2008||< 1|
|University Of Texas At Arlington||Arlington, TX||Feb 2008 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY