James F. Loyd
Professional summary
James Frederick Loyd, CFP®, who also goes by Jay Loyd, is a registered financial advisor currently at SIGNATUREFD, LLC located in Atlanta, Georgia.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. James has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Frederick Loyd's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
August 6, 2015 - Present
SIGNATUREFD, LLC
Office #1: 1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309March 30, 2012 - July 31, 2012
PARK AVENUE SECURITIES LLC
February 14, 2012 - July 31, 2012
PARK AVENUE SECURITIES LLC
Primary Firm SEC Registration
SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2015)
Exams
Current Firm
SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
Contact information
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,558 |
| AUM (Assets Under Management) | $ 8,331,600,262 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 09/27/2024 | ||
| 01/26/2024 | ||
| 11/28/2022 |
Red Flags
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