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RIA / WealthAdvisorChartered Financial Consultant34 years in industry

JEFFREY ALAN LOOS

Advisor at MARSH WEALTH MANAGEMENT, LLC

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:aeb20a4e-aac0-03f0-e4f5-5981d0c6636f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARSH WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 10, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jun 10, 1992
First registration: Mar 16, 2004
Dual registered: no
IAPD individual key: 2223102

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARSH WEALTH MANAGEMENT, LLC	Independent wealth	Jan 16, 2026	n/a	yes	KNOXVILLE, TN	Current employment
MODERN WEALTH MANAGEMENT, LLC	Independent wealth	Jul 1, 2024	Jan 20, 2026	no	KANSAS CITY, MO\|KNOXVILLE, TN	Previous registration
C & J WEALTH ADVISORS	Former SEC adviser	May 12, 2010	Jul 15, 2024	no	Oakridge, TN\|KNOXVILLE, TN	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Nov 28, 2007	May 6, 2010	no	JOHNSON CITY, TN\|KINGSPORT, TN\|JOHNSON CITY, TN\|BRENTWOOD, TN\|JOHNSON CITY, TN	Previous registration
FIRST HORIZON ADVISORS, INC	Former SEC adviser	Mar 16, 2004	Nov 7, 2007	no	JOHNSON CITY, TN\|JOHNSON CITY, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MODERN WEALTH MANAGEMENT, LLC	MARSH WEALTH MANAGEMENT, LLC	Jan 20, 2026	Jan 16, 2026	-4	Firm change	RIA to RIA
C & J WEALTH ADVISORS	MODERN WEALTH MANAGEMENT, LLC	Jul 15, 2024	Jul 1, 2024	-14	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	C & J WEALTH ADVISORS	May 6, 2010	May 12, 2010	6	Firm change	Other
FIRST HORIZON ADVISORS, INC	MML INVESTORS SERVICES, LLC	Nov 7, 2007	Nov 28, 2007	21	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133293:324624:TN:2024-07-15	Jul 15, 2024	Jul 1, 2024	KNOXVILLE, TN	Firm change

Relationships

Registered with (5)

→ MARSH WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 1, 2024 to Jan 20, 2026factForm ADV
→ C & J WEALTH ADVISORSRegistered adviserregistration: previous registration
May 12, 2010 to Jul 15, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Nov 28, 2007 to May 6, 2010factForm ADV
→ FIRST HORIZON ADVISORS, INCRegistered adviserregistration: previous registration
Mar 16, 2004 to Nov 7, 2007factForm ADV

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
Jeffrey Alan Loos left Modern Wealth Management, Llc for Marsh Wealth Management, Llc (registered 2026-01-16)
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Advisor changed firm
Jeffrey Alan Loos left C & J Wealth Advisors for Modern Wealth Management, Llc (registered 2024-07-01)
Form ADVobserved 6 days ago