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Registered advisor
J••••• N•••• L•••••
Feed of 09/14/2026
Also filed as Jeremy Loftis
At current firm
2 y
since Sep 22, 2023
In the industry
19 y
since Jan 22, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Sep 22, 2023 · Madisonville, Tn
- L•• F•••••••• L•• BD affiliatedFeb 18, 2021 to Oct 10, 2023 · Loudon, Tn
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 6, 2018 to Feb 17, 2021 · Chattanooga, Tn
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMar 8, 2017 to Oct 3, 2018 · Cleveland, Tn
- I••••• F•••••••• C••••••••• formerAug 2, 2016 to Feb 23, 2017 · Athens, Tn
- E••••• J•••• national BDJan 22, 2007 to Feb 26, 2008 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to E••••• J••••left Oct 10, 2023, registered Sep 22, 2023 (-18 days) · Affiliated broker-dealer or bank to another
- C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••left Feb 17, 2021, registered Feb 18, 2021 (1 days) · Affiliated broker-dealer or bank to another
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••••• I••••••••• A••••••• L••left Oct 3, 2018, registered Nov 6, 2018 (34 days) · Affiliated broker-dealer or bank to another
- I••••• F•••••••• C••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Feb 23, 2017, registered Mar 8, 2017 (13 days) · Other · moved with a team
- E••••• J•••• to I••••• F•••••••• C•••••••••left Feb 26, 2008, registered Aug 2, 2016 (3080 days) · Other
Signals
- J••••• N•••• L••••• left L•• F•••••••• L•• for E••••• J•••• (registered 2023-09-22)Oct 10, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address