Jeffrey Charles Preusser

Current Employers

Employment History

• 05/2009 → 10/2018
  Morgan Stanley
  Oakbrook Terrace, IL
• 10/2018 → Present
  Raymond James Financial Services, Inc.
  Downers Grove, IL
• 10/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Downers Grove, IL

Previous Registrations

• 2009-06-01 → 2018-10-22
  Morgan Stanley
  Oakbrook Terrace, IL
  Oak Brook, IL
• 2009-05-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
• 2003-06-06 → 2009-05-11
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
  Itasca, IL

Other Businesses

(1)Name of Business: Independent Wealth Partners Address: 1901 Butterfield Rd Suite 100, Downers Grove, IL, 60515, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/07/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Owner (2)Name of Business: Loftus & Preusser Wealth Partners Address: 1901 Butterfield Rd Suite 100, Downers Grove, IL, 60515, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/07/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner (3)Name of Business: Loftus Group Wealth Partners Address: 1901 Butterfield Rd Suite 100, Downers Grove, IL, 60515, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/19/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor, Senior Partner (Owner) (4)Name of Business: Loftus Group, LLC Address: 1901 Butterfield Rd Suite 100, Downers Grove, IL, 60515, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/21/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the corporate entity under which Loftus Group Wealth Partners, Loftus & Preusser Wealth Partners and Independent Wealth Partners holds itself out as...depending on the situation. (5)Name of Business: Preusser Enterprises Address: 1901 Butterfield Rd Suite 100, Downers Grove, IL, 60521, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/19/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am 100% owner or Preusser Enterprises, an S Corporation which owns 35% of Loftus Group Wealth Partners, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-22
• S65 Uniform Investment Adviser Law Examination
  1997-08-22

Designations

Other Names

• Jeff Preusser