Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Loftis is a financial advisor registered with Edward Jones. Jeremy is a seasoned financial professional with over 11 years of experience in the financial services industry. Jeremy's experience spans across multiple firms, including LPL Financial LLC, Cetera Investment Services LLC, Raymond James Financial Services, Inc. and Invest Financial Corporation. Jeremy holds licenses to conduct business in Alabama, Arkansas, Georgia, Massachusetts, Michigan, Minnesota, Nebraska, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Washington. Jeremy provides financial planning services for individuals, businesses, and retirement planning. Jeremy is committed to helping clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
TN
02/21/2024 - Present
Edward Jones (MADISONVILLE TN)
TN
02/16/2021 - 10/10/2023
LPL FINANCIAL LLC (KNOXVILLE TN)
MN
11/02/2018 - 02/17/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
02/23/2017 - 10/03/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEVELAND TN)
TN
05/27/2013 - 02/23/2017
INVEST FINANCIAL CORPORATION (CLEVELAND TN)
TN
11/07/2006 - 02/26/2008
EDWARD JONES (CHATTANOOGA TN)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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