Johnathon T Loofe
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Edward JonesApr 2025 to now
- Pay ReadyFeb 2024 to Apr 2025
- UnemployedNov 2023 to Feb 2024
- Ydc, Inc. d/b/a ReziSep 2022 to Nov 2023
- Tidal Consulting Llc/sellx, Inc.Jun 2021 to Sep 2022
- UpsNov 2020 to May 2021
- Wells FargoMay 2018 to Oct 2020
- University of South DakotaAug 2017 to May 2021
- ScheelsApr 2015 to Jan 2019
- Washington High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 8068025
- Firm CRD
- 250