This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 22, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Jun 5, 2013

First registration

Jan 22, 2007

Dual registered

yes, broker-dealer

Other names

JEREMY LOFTIS|JEREMY NILES LOFTIS

IAPD individual key

5223020

• Occurred

  Oct 10, 2023
  Advisor changed firm

  Jeremy Niles Loftis left Lpl Financial Llc for Edward Jones (registered 2023-09-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a198c115-d45c-8f9a-f800-9837b2b8a7d4

First observed

Jan 22, 2007

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.