Jonathan Loeffler
Investment adviser representative at Ascent Capital Partners, LLC
7 yearsExperience
2 statesRegistered in
$172MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Ascent Capital Partners, LLCMar 2021 to now
- Loeffler Consolidated, LLCMay 2014 to now
- Riley Private Client, LLCFeb 2021 to Mar 2021
- Riley Wealth Advisors, LLCOct 2017 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Ascent Capital Partners, LLC
$172MAssets managed
69Clients
7Advisers
1 yearIn 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
- 5979802
- Firm CRD
- 291218