AUMdb
JA

Jeffrey Alan Loos

CRD 2223102 Chartered Financial Consultant

Firms

FirmRoleAs of
Marsh Wealth Management, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗