Jeremy Niles Loftis
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesSep 2023 to now
- LPL Financial LLC / Ornl FcuFeb 2021 to Sep 2023
- Cetera Investment Advisors LLCNov 2018 to Feb 2021
- Regions BankOct 2018 to Feb 2021
- Raymond James Financial Services Advisors Inc.Mar 2017 to Oct 2018
- Athens Federal Comm BankMay 2013 to Oct 2018
- Invest Financial Corp.May 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5223020
- Firm CRD
- 250