Jeffrey Loos, financial advisor Knoxville TN

Jeffrey Loos

CRD Number: 2223102
Current Firm: C & J Wealth Advisors

Jeffrey Loos (CRD# 2223102) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Coulter & Justus Financial Services, LLC Knoxville, TN Apr 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
Contact Info for Jeffrey A. Loos
Phone Number: 865-481-0385
Firm Website: https://twitter.com/
Registered State(s):
  • LA
  • TN
By the Numbers
  • Total Assets Under Management
    270
    MILLIONS
  • Total Number of Accounts
    996
    ACCOUNTS
  • Average Account Value
    $270,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, IN, LA, NH, SC, TN, TX

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