Jeffrey Alan Loos
Investment adviser representative at Marsh Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
ChFC®Designation
$182.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Marsh Wealth Management, LLCJan 2026 to now
- Modern Wealth Managment, LLCJul 2024 to Jan 2026
- Coulter & Justus Financial Services, LLCApr 2010 to Jul 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Marsh Wealth Management, LLC
$182.3MAssets managed
181Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2223102
- Firm CRD
- 282111