Jeffrey Michael Loesser

Employer firm

The Estate Planners Group CRD 124418

$422M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars
ADVICE ON INSURANCE PRODUCTS

From the firm’s Form ADV. Read the guides:

Current Employers

The Estate Planners Group

37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-12
NJ	RA	APPROVED	2025-12-12
PA	RA	APPROVED	2016-03-10

FL RA
APPROVED

Since 2025-12-12
NJ RA
APPROVED

Since 2025-12-12
PA RA
APPROVED

Since 2016-03-10

Branch Locations

5660 Strand Court, Naples, FL 34110 • United States

37 S. Delaware Avenue Suite 1, Yardley, PA 19067 • 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

Organization	City	State	From	To
The Estate Planners Group, Llc	Yardley	PA	09/2012	Present

09/2012 → Present

The Estate Planners Group, Llc

Yardley, PA

Other Businesses

xE Fund MGR, LLC Investment related 17071 Tidewater Ln, Fort Myers, FL 33908 Manager of 2 pooled investment vehicles Managing member Started August 2024 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investment managers xE Fund Advisory, LLC Investment related 17071 Tidewater Ln, Fort Myers, FL 33908 Adviser to 2 pooled investment vehicles Managing member Started November 2024 Approximately 10 hours a month Approximately 1 hour during securities trading hours Supervising investments

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-10

S65 Uniform Investment Adviser Law Examination

2016-03-10

View on SEC IAPD