John Loeffler

Current Employers

Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-11-16
WI	RA	APPROVED	2022-02-09
IL	RA	APPROVED	2022-01-04

AZ RA
APPROVED

Since 2023-11-16
WI RA
APPROVED

Since 2022-02-09
IL RA
APPROVED

Since 2022-01-04

Branch Locations

311 E South St, Freeport, IL 61032 • United States

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • 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	12/2016	02/2019
Symmetry Financial Group	Swannoa	NC	11/2016	12/2016
Olsens Outdoor Power	Atlantic	IA	06/2013	09/2016
Ifs Securities	Atlanta	GA	03/2019	09/2019
Benchmark Investments	Stockbridge	GA	09/2019	Present
Benchmark Advisory Services	Stockbridge	GA	12/2019	01/2022
Kingswood Wealth Advisors Llc	Stockbridge	GA	01/2022	Present
Kingswood Capital Partners, Llc	Freeport	IL	05/2023	Present

12/2016 → 02/2019

Edward Jones

St Louis, MO
11/2016 → 12/2016

Symmetry Financial Group

Swannoa, NC
06/2013 → 09/2016

Olsens Outdoor Power

Atlantic, IA
03/2019 → 09/2019

Ifs Securities

Atlanta, GA
09/2019 → Present

Benchmark Investments

Stockbridge, GA
12/2019 → 01/2022

Benchmark Advisory Services

Stockbridge, GA
01/2022 → Present

Kingswood Wealth Advisors Llc

Stockbridge, GA
05/2023 → Present

Kingswood Capital Partners, Llc

Freeport, IL

Previous Registrations

2019-12-10 → 2022-01-03

Benchmark Advisory Services, Llc

Freeport, IL

San Diego, CA
2019-03-12 → 2019-09-11

Sb Advisory, Llc

Freeport, IL
2017-04-07 → 2019-02-25

Edward Jones

Freeport, IL

Princeton, IL

St Louis, MO

Other Businesses

Owner Loeffler Wealth Management DBA 311e South Street Freeport IL 61032 (815)-326-9037 311 e South Street Freeport IL 61032. John Loeffler Racing,Is Not Investment Related,"23-24 BroadView Drive, , Lanark, IL, 61046, United States",Automobile racing,Owner/ Founder,7/1/2026,10 hours per month,0 hours per month during trading hours,Commission Compensation,Race car Prep Race driver Owner Sponsorship sales

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-13

S66 Uniform Combined State Law Examination

2017-02-13

Other Names

John Joseph Loeffler

View on SEC IAPD