Russell Paul Loeb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Flourishing Joy Farms Type of business: Berry farm Oregon City, OR Start date: 11/1/2025 Partner Hours per week: 3 Hours during trading: 0 I provide physical labor mostly and help compile receipts and other records for tax reporting. *

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-01
• S66 Uniform Combined State Law Examination
  1999-04-22

Designations

• Certified Financial Planner

Other Names

• Russell Paul Loeb