Jeffrey Loos has been an investment adviser representative at Marsh Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Marsh Wealth Management, LLC is a Knoxville, TN firm with $182M under management, 181 clients and 3 advisers in one office, as of its March 2026 filing.
Jeff Loos is Wealth Strategist of Marsh Wealth Management. He has more than 35 years of experience in the wealth management industry. He began his career with MassMutual Financial Services before joining First Tennessee Bank (now First Horizon Wealth Management) in 1998. In 2007 he launched his own practice and joined C&J Wealth Advisors in 2010, and most recently served with Modern Wealth before joining Marsh Wealth Management.
Jeffrey Loos’ longest registration was 14 years at C & J Wealth Advisors (2010–2024). Before joining Marsh Wealth Management in 2026, Jeffrey Loos was registered through Modern Wealth Management, LLC and C & J Wealth Advisors.
- Marsh Wealth Management, LLCCurrent– present · under a yearKnoxville, TN · Adviser representative · Firm CRD 282111
- Modern Wealth Management, LLC– · 1 yearKnoxville, TN · Adviser representative · Firm CRD 324624
- C & J Wealth Advisors– · 14 yearsKnoxville, TN · Adviser representative · Firm CRD 133293
- MML Investors Services, Inc.– · 2 yearsJohnson City, TN · Adviser representative · Firm CRD 10409
- FTB Advisors, Inc.– · 3 yearsJohnson City, TN · Adviser representative · Firm CRD 17117
Professional designations
Listed by Marsh Wealth Management
- ChFC®
- RICP®
- CLU®
Investment adviser representative registrations
Jeffrey Loos is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- TennesseeSince 21 January 2026
- TexasSince 16 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 June 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 June 1992 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Alan Loos
- CRD
- 2223102
- Firm
- Marsh Wealth Management · CRD 282111
- Office
- 504 EBENEZER ROAD, Knoxville, TN 37923
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marshwealth.com
Where does Jeffrey Loos work?
Jeffrey Loos is an investment adviser representative registered through Marsh Wealth Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Loos a financial advisor?
Yes. Jeffrey Loos has a current investment-adviser registration in Tennessee and Texas, through Marsh Wealth Management since January 2026.
How many years of experience does Jeffrey Loos have?
Jeffrey Loos has 22 years in the financial industry, since April 2004, across 5 adviser firms.
What exams has Jeffrey Loos passed?
Jeffrey Loos has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in June 1992.
Where did Jeffrey Loos work before Marsh Wealth Management?
Before Marsh Wealth Management, Jeffrey Loos was registered through C & J Wealth Advisors, May 2010 to July 2024; MML Investors Services, Inc., November 2007 to May 2010; FTB Advisors, Inc., March 2004 to November 2007.
Where is Jeffrey Loos based?
Jeffrey Loos’ registered office is in Knoxville, TN.
Is Jeffrey Loos registered with FINRA?
No. Jeffrey Loos has no current broker registration.
How can I verify Jeffrey Loos’ record?
Search CRD 2223102 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Loos’ full registration record.
