Jeffrey Loesser has been Chief Investment Officer of The Estate Planners Group since November 2025, is a control person of the firm and directly owns under 5% of it. Jeffrey Loesser studied at Eastern University.
The Estate Planners Group LLC is a Yardley, PA firm with $422M under management, 342 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jeffrey Loesser is Chief Investment Officer of The Estate Planners Group. He has worked full time for the firm since 2012. As Chief Investment Officer he serves as the steward of the firm's investment approach, overseeing research, portfolio construction, strategy and risk management. Before working with the firm he was a Youth Director at the Ocean City Tabernacle in Ocean City, NJ.
- The Estate Planners GroupCurrent– present · 10 yearsNaples, FL · Adviser representative · Firm CRD 124418
Investment adviser representative registrations
Jeffrey Loesser is registered as an investment adviser representative in 3 states. The first approvals date from March 2016; the most recent is Florida, in May 2016.
- FloridaSince 17 May 2016
- New JerseySince 22 March 2016
- PennsylvaniaSince 10 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Michael Loesser
- CRD
- 6580161
- Firm
- The Estate Planners Group · CRD 124418
- Role
- Chief Investment Officer
- Office
- 5660 Strand Court, Naples, FL 34110
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- epgnow.net
Where does Jeffrey Loesser work?
Jeffrey Loesser has been Chief Investment Officer of The Estate Planners Group LLC since November 2025, and is a control person of the firm.
Is Jeffrey Loesser a financial advisor?
Yes. Jeffrey Loesser has a current investment-adviser registration in Florida, New Jersey and Pennsylvania, through The Estate Planners Group since March 2016.
How many years of experience does Jeffrey Loesser have?
Jeffrey Loesser has 10 years in the financial industry, since March 2016, across 1 adviser firm.
What exams has Jeffrey Loesser passed?
Jeffrey Loesser passed the Series 65 in March 2016.
Where is Jeffrey Loesser based?
Jeffrey Loesser’s registered office is in Naples, FL.
Is Jeffrey Loesser registered with FINRA?
No. Jeffrey Loesser has no current broker registration.
How can I verify Jeffrey Loesser’s record?
Search CRD 6580161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Loesser’s full registration record.