Jeffrey M. Loesser

THE ESTATE PLANNERS GROUP

Naples, FL 34110

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CRD#: 6580161

Professional summary

Jeffrey Michael Loesser is a registered financial advisor currently at THE ESTATE PLANNERS GROUP located in Naples, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Loesser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2016 - Present

THE ESTATE PLANNERS GROUP

Office #1: 5660 Strand Court, Naples, FL 34110

RIA

CRD#: 124418

Naples, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE ESTATE PLANNERS GROUP

HAMILTON ASSET ADVISERS, LLC | THE ESTATE PLANNERS GROUP LLC | THE ESTATE PLANNERS GROUP

CRD#: 124418 / SEC#: 801-110033

RIA

Registered Investment Advisory firm - (3/8/2017 Approved)

Florida

Registered Investment Advisory firm - (3/20/2017 Terminated)

New Jersey

Registered Investment Advisory firm - (8/23/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/13/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/17/2016)

IAR

New Jersey
(3/22/2016)

IAR

Pennsylvania
(3/10/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2016

Uniform Investment Adviser Law Examination

Current Firm

THE ESTATE PLANNERS GROUP

HAMILTON ASSET ADVISERS, LLC | THE ESTATE PLANNERS GROUP LLC | THE ESTATE PLANNERS GROUP

CRD#: 124418 / SEC#: 801-110033

RIA

Registered Investment Advisory firm - (3/8/2017 Approved)

Florida

Registered Investment Advisory firm - (3/20/2017 Terminated)

New Jersey

Registered Investment Advisory firm - (8/23/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/13/2017 Terminated)

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Contact information

Main Address

37 S. Delaware Avenue Suite 1, Yardley, PA 19067

Mailing Address

Phone number

(215) 321-4410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPG ADV PART 2 BROCHURE AND SUPPLEMENT - MARCH 31, 2025 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	326
AUM (Assets Under Management)	$ 360,936,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey M. Loesser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Loesser's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ESTATE PLANNERS GROUP

Primary Firm SEC Registration

THE ESTATE PLANNERS GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2016

Current Firm

THE ESTATE PLANNERS GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE ESTATE PLANNERS GROUP

TRUST BUT VERIFY

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