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Jeremy Niles Loftis

Edward Jones

Madisonville, TN

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-21
TN RA APPROVED 2023-09-22
  • TX RA
    APPROVED_RES
    Since 2024-02-21
  • TN RA
    APPROVED
    Since 2023-09-22

Branch Locations

119 Pedigo Road, Suite E, Madisonville, TN 37354 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Athens Federal Comm Bank Athens TN 05/2013 10/2018
Invest Financial Corp. Tampa FL 05/2013 02/2017
Raymond James Financial Services Advisors Inc. Cleveland TN 03/2017 10/2018
Regions Bank Chattanooga TN 10/2018 02/2021
Cetera Investment Advisors Llc Chattanooga TN 11/2018 02/2021
Lpl Financial Llc / Ornl Fcu Oak Ridge TN 02/2021 09/2023
Edward Jones St Louis MO 09/2023 Present
  • 05/2013 → 10/2018
    Athens Federal Comm Bank
    Athens, TN
  • 05/2013 → 02/2017
    Invest Financial Corp.
    Tampa, FL
  • 03/2017 → 10/2018
    Raymond James Financial Services Advisors Inc.
    Cleveland, TN
  • 10/2018 → 02/2021
    Regions Bank
    Chattanooga, TN
  • 11/2018 → 02/2021
    Cetera Investment Advisors Llc
    Chattanooga, TN
  • 02/2021 → 09/2023
    Lpl Financial Llc / Ornl Fcu
    Oak Ridge, TN
  • 09/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-01
S63 Uniform Securities Agent State Law Examination 2013-06-05
  • S66 Uniform Combined State Law Examination
    2016-08-01
  • S63 Uniform Securities Agent State Law Examination
    2013-06-05
Other Names
  • Jeremy Loftis
  • Jeremy Niles Loftis

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
PROSPERA FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPITAL SQUARE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

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Other Offices

EDWARD JONES · Vonore, TN
LPL FINANCIAL LLC · SWEETWATER, TN
CETERA INVESTMENT ADVISERS LLC · SWEETWATER, TN
EDWARD JONES · LOUDON, TN
TRUIST ADVISORY SERVICES, INC. · LOUDON, TN
LPL FINANCIAL LLC · LOUDON, TN
PROSPERA FINANCIAL SERVICES, INC. · Loudon, TN
EDWARD JONES · LOUDON, TN

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