WILLIAM JEFFREY LOERTSCHER is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-26 | 2025-03-31 | — |
| EQUITABLE ADVISORS, LLC | 2018-05-21 | 2018-10-23 | — |
| HARRISDIRECT LLC | 2016-02-01 | 2018-04-12 | — |
| EDWARD D. JONES & CO., L.P. | 2011-02-22 | 2012-10-08 | — |
| WADDELL & REED | 2011-02-07 | 2011-02-17 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2002-09-16 | 2005-12-14 | — |