JH
Jonathan Harris Loer
CRD 2725999
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Renaissance Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Renaissance Wealth Advisors, Llc
Managing Member / Principal · 50% – 75% · Oct 2019
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗