Porter T Loyd
Investment adviser representative at Edward Jones
24 yearsExperience
3 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
24 years in the industry.
- Edward JonesMay 2025 to now
- Simply Clean CoFeb 2025 to Apr 2025
- Thrivent FinancialOct 2024 to Jan 2025
- Student At Northwest Nazarene UniversityAug 2023 to Oct 2024
- Riddco IncMay 2023 to Jul 2023
- Student At Northwest Nazarene UniversityAug 2022 to May 2023
- Edward JonesMay 2022 to Aug 2022
- Uber Technology IncDec 2021 to Feb 2022
- Anytime FitnessNov 2021 to Feb 2022
- Pro Ag ServicesMay 2021 to May 2022
- West Valley FitnessMar 2021 to May 2021
- RosauersApr 2020 to Feb 2021
- Wray ThriftwayMar 2019 to May 2020
- UnemployedOct 2002 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
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
- 7521201
- Firm CRD
- 250