Joshua Ryan Loeffler

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-11
MO	RA	APPROVED	2009-02-03

TX RA
APPROVED_RES

Since 2018-12-11
MO RA
APPROVED

Since 2009-02-03

Branch Locations

111 West Port Plaza Drive Suite 380, St Louis, MO 63146 • 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
Edward Jones	St Louis	MO	11/2008	Present

11/2008 → Present

Edward Jones

St Louis, MO

Other Businesses

The Chocolate Rooster Type of business: Bakery Marthasville, MO Start date: 6/1/2024 Partner Hours per week: 1 Hours during trading: 0 Investor * Jalsk, LLC Type of business: Real Estate Brentwood, MO Start date: 12/22/2025 Member Hours per week: 0 Hours during trading: 0 I am a member in this LLC * 748 N Woodlawn, LLC Type of business: Real Estate Kirkwood, MO Start date: 1/28/2026 Partner Hours per week: 0 Hours during trading: 0 I am a silent partner in this LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-30

S66 Uniform Combined State Law Examination

2009-01-30

Designations

Certified Financial Planner

Other Names

Joshua R Loeffler

View on SEC IAPD