# JEFFREY ALAN LOOS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MARSH WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282111) | 2026-01-16 | present | Yes |
| [MODERN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/324624) | 2024-07-01 | 2026-01-20 | — |
| [C & J WEALTH ADVISORS](https://search.stillhousedata.com/firm/133293) | 2010-05-12 | 2024-07-15 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2007-11-28 | 2010-05-06 | — |
| [FIRST HORIZON ADVISORS, INC.](https://search.stillhousedata.com/firm/17117) | 2004-03-16 | 2007-11-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2223102)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2223102.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.