2010 -2024 Personal Wealth Advisor @ C&J Wealth Advisors
2007 -2010 Financial Advisor @ Capital Financial Group LLC
1998 -2007 Senior Insurance Officer @
1989 -1998 Agent @ Mass Mutual Financial Group
Jeff Loos Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor's degree (Finance)
1985-1989
Jeff Loos Skills
Financial Goals
Wealth Management
Financial Planning
Investment Advisory
Retirement Planning
Asset Allocation
401k Rollovers
401k
IRAs
Life Insurance
Long-term Care
Estate Planning
Disability Insurance
College Planning Relief Specialist
Fixed Annuities
Small Business
Tax
Term Life Insurance
Whole Life Insurance
Jeff Loos Summary
Jeff Loos, based in Knoxville, TN, US, is currently a Wealth Strategist at Marsh Wealth Management. Jeff Loos brings experience from previous roles at Modern Wealth Management, Financial Advisor, C&J Wealth Advisors and Capital Financial Group LLC. Jeff Loos holds a 1985 - 1989 Bachelor's degree in Finance @ University of Tennessee-Knoxville - College of Business Administration. With a robust skill set that includes Financial Goals, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning and more. Jeff Loos has 2 emails and 1 mobile phone numbers on RocketReach.
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