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Brett Robert Loeb

Edward Jones

Cloquet, MN

CRD 3160006

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-21
MN RA APPROVED 2013-12-10
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • MN RA
    APPROVED
    Since 2013-12-10

Branch Locations

807 Cloquet Avenue, Cloquet, MN 55720 • 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
Edward D. Jones & Co., L.P. Cloquet MN 10/1998 Present
  • 10/1998 → Present
    Edward D. Jones & Co., L.P.
    Cloquet, MN
Other Businesses

LFD Holdings LLC Type of business: LLC for owning a property Cloquet, MN Start date: 9/9/2025 Treasurer Hours per week: 0 Hours during trading: 0 Desc: 1/4 owner in an LLC that is buying land and building an office for a Jones office.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-12-30
  • S63 Uniform Securities Agent State Law Examination
    1998-12-30

View on SEC IAPD

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