Jeremy Loftis, financial advisor Oak Ridge TN

Jeremy Loftis

CRD Number: 5223020
Current Firm: Lpl Financial LLC

Jeremy Loftis (CRD# 5223020) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Ridge, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Oak Ridge, TN Feb 2021 - Current < 1
Ornl Fcu Oak Ridge, TN Feb 2021 - Current < 1
Cetera Investment Advisors LLC Chattanooga, TN Nov 2018 - Feb 2021 2
Cetera Investment Services LLC St. Cloud, MN Nov 2018 - Feb 2021 2
Regions Bank Chattanooga, TN Oct 2018 - Feb 2021 2
Raymond James Financial Services Advisors Inc. Cleveland, TN Mar 2017 - Oct 2018 1
Raymond James Financial Services, Inc. Athens, TN Feb 2017 - Oct 2018 1
Athens Federal Comm Bank Athens, TN May 2013 - Oct 2018 5
Invest Financial Corp. Tampa, FL May 2013 - Feb 2017 3
Farmers Insurance Group Knoxville, TN Jul 2012 - May 2013 < 1
Cellular Sales Chattanooga, TN Nov 2010 - Jul 2012 1
Loftis Insurance Agency Chattanooga, TN Mar 2008 - Jul 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Jeremy N. Loftis
Phone Number: 704-733-3300
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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