# WILLIAM JEFFREY LOERTSCHER

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-07-26 | 2025-03-31 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2018-05-21 | 2018-10-23 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2016-02-01 | 2018-04-12 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2011-02-22 | 2012-10-08 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2011-02-07 | 2011-02-17 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2002-09-16 | 2005-12-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4546068)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4546068.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.