Jeremy Loftis (CRD# 5223020) is an Investment Advisor Representative working at Edward Jones in Madisonville, TN and has over 10 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 1609391
Empower Advisory Group, LLC
CRD# 5154786
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2023 - Current | < 1 |
| Lpl Financial Llc / Ornl Fcu | Oak Ridge, TN | Feb 2021 - Sep 2023 | 2 |
| Cetera Investment Advisors LLC | Chattanooga, TN | 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 |
| Athens Federal Comm Bank | Athens, TN | May 2013 - Oct 2018 | 5 |
| Invest Financial Corp. | Tampa, FL | May 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- TN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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