J. Loyd Capital Management, LLC

J. Loyd Capital Management, LLC (CRD# 172300) is a financial advisory firm headquartered in , . They manage $23,611,121 in 133 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $177,527
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at J. Loyd Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian M. Wieland
CRD#: 4412562
Valley Park, MO
96
Wealthminder
score

Brian Wieland (CRD# 4412562) is an Investment Advisor Representative working at J. Loyd Capital Management, LLC in Valley Park, MO and has over 14 years of experience in the finance industry. Brian Wieland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jason M. Loyd
CRD#: 4534149
Edwardsville, IL
83
Wealthminder
score

Jason Loyd (CRD# 4534149) is an Investment Advisor Representative working at J. Loyd Capital Management, LLC in Edwardsville, IL and has over 14 years of experience in the finance industry.

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