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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Loehwing is a financial advisor working at Captrust. Jeffrey has been working in the financial services industry for more than 20 years. Jeffrey holds the Series 6, 7, 63, and 66 licenses, and the SIE exam. Jeffrey has worked for several firms prior to his current role at Captrust including CAPFINANCIAL SECURITIES, LLC., NRP FINANCIAL, INC., WALNUT STREET SECURITIES, INC., NFP SECURITIES, INC., M HOLDINGS SECURITIES, INC., ADP BROKER-DEALER, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, PRUCO SECURITIES CORPORATION, and TFS SECURITIES, INC. Jeffrey is a registered Investment Advisor in Pennsylvania. Jeffrey specializes in retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/09/2015 - Present
Captrust (DOYLESTOWN PA)
PA
11/04/2010 - 05/24/2024
CAPFINANCIAL SECURITIES, LLC. (DOYLESTOWN PA)
NJ
10/23/2009 - 09/30/2010
NRP FINANCIAL, INC. (RED BANK NJ)
NJ
07/01/2009 - 10/29/2009
WALNUT STREET SECURITIES, INC. (RED BANK NJ)
NJ
01/14/2008 - 05/28/2009
NFP SECURITIES, INC. (PRINCETOWN NJ)
PA
04/24/2006 - 10/16/2007
M HOLDINGS SECURITIES, INC. (BETHLEHAM PA)
NJ
05/16/1996 - 10/10/1996
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
02/03/1995 - 03/27/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/03/1995 - 03/27/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
09/03/1994 - 11/30/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/06/1994 - 07/25/1994
TFS SECURITIES, INC. (LINCROFT NJ)
MA
03/21/1994 - 04/06/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/18/1994 - 04/06/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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