Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Loeffler is an Investment Advisor Representative at Ascent Capital Partners, LLC. Jonathan holds a Series 65 license. Jonathan is a Registered Investment Advisor with the state of Arizona and Texas. Jonathan has been in the industry since May 2014. Jonathan specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Jonathan is also a Managing Member of Loeffler Consolidated, LLC, an Advisory Board Member of Platform Technology Group, Inc, and a Partner at Ascent Capital Partners.
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.
Helps you choose top advisors aligned with your financial goals.
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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AZ
03/12/2021 - Present
Ascent Capital Partners, LLC (SCOTTSDALE AZ)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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