Jonathan Loeffler (CRD# 5979802) is an Investment Advisor Representative working at Ascent Capital Partners, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascent Capital Partners, LLC | Scottsdale, AZ | Mar 2021 - Current | 3 |
| Loeffler Consolidated, LLC | Yuma, AZ | May 2014 - Current | 9 |
| Riley Private Client, LLC | Southlake, TX | Feb 2021 - Mar 2021 | < 1 |
| Riley Wealth Advisors, LLC | Southlake, TX | Oct 2017 - Mar 2021 | 3 |
| Yuma Investment Group | Yuma, AZ | Jun 2014 - Jun 2016 | 2 |
| Student | N/a, AZ | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- AZ
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$531,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AZ, TX
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