JEFFREY ALAN LOOS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with MARSH WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARSH WEALTH MANAGEMENT, LLC | 2026-01-16 | present | Yes |
| MODERN WEALTH MANAGEMENT, LLC | 2024-07-01 | 2026-01-20 | — |
| C & J WEALTH ADVISORS | 2010-05-12 | 2024-07-15 | — |
| MML INVESTORS SERVICES, LLC | 2007-11-28 | 2010-05-06 | — |
| FIRST HORIZON ADVISORS, INC. | 2004-03-16 | 2007-11-07 | — |