Ashley L Loza
Investment adviser representative at Edward Jones
17 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
17 years in the industry.
- Edward JonesMar 2026 to now
- Ashley Loza BookkeepingJan 2025 to Feb 2026
- M6 FootballJan 2024 to Feb 2026
- Sonoma State UniversityJun 2022 to Dec 2023
- Dkomplex IncAug 2021 to Feb 2026
- Arbonne InternationalNov 2018 to Jul 2023
- Dkomplex IncFeb 2018 to Dec 2020
- Senegence InternationalAug 2017 to Mar 2018
- JP Morgan Securities LLCApr 2015 to Sep 2017
- JP Morgan Chase BankDec 2009 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6482077
- Firm CRD
- 250