Jeffrey Michael Loesser
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
HAMILTON ASSET ADVISERS, LLC | THE ESTATE PLANNERS GROUP LLC | THE ESTATE PLANNERS GROUP
Contact Information
Main Address
37 S. Delaware Avenue Suite 1, Yardley, PA 19067Phone Number
(215) 321-4410# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
342AUM (Assets Under Management)
$422,065,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
HAMILTON ASSET ADVISERS, LLC | THE ESTATE PLANNERS GROUP LLC | THE ESTATE PLANNERS GROUP
State Registrations and Notice Filings
(5/17/2016)
(3/22/2016)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Loesser's CRS (Customer Relationship Summary).
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