Christian W Loeb
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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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 2026 to now
- JPMorgan Chase Bank NAJun 2022 to Aug 2026
- GeicoJul 2021 to Aug 2021
- UsgJul 2020 to Aug 2020
- Mosquito SquadJun 2020 to Jul 2020
- Saint John's UniversityAug 2018 to May 2022
- Swiftwater AdventuresMay 2017 to Aug 2019
- UnemployedOct 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7578467
- Firm CRD
- 250