Edward Jay Loftice
Investment adviser representative at Montgomery Financial
29 yearsExperience
1 stateRegistered in
$229.8MFirm assets
2 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Montgomery FinancialOct 2024 to now
- MFS Wealth LLCSep 2016 to now
- Montgomery Financial Services, LLCSep 2016 to now
- Loftice Financial Services, LLCFeb 2014 to now
- Ed LofticeJan 2005 to now
- Tounjian Advisory Group, LLCJan 2013 to Oct 2017
- National Benefit CorpSep 1997 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Montgomery Financial
Legal name: Montgomery Financial Services, LLC
$229.8MAssets managed
952Clients
4Advisers
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
- 6151525
- Firm CRD
- 170024