Jeff Loos Email & Phone Number
Wealth Strategist
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Jeff Loos Location
- Knoxville, TN, US
Jeff Loos Work
- Wealth Strategist @ Marsh Wealth Management (January 2026 - Present)
- Lead Advisor @ (July 2024 - January 2026)
- Financial Advisor @ Financial Advisor (August 1989 - January 2026)
- Personal Wealth Advisor @ C&J Wealth Advisors (May 2010 - July 2024)
- Financial Advisor @ Capital Financial Group LLC (November 2007 - August 2010)
- Senior Insurance Officer @ (December 1998 - November 2007)
- Agent @ Mass Mutual Financial Group (August 1989 - December 1998)
Jeff Loos Education
- Haslam College of Business at the University of Tennessee
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 @ Haslam College of Business at the University of Tennessee. With a robust skill set that includes Financial Goals, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning and more. Jeff Loos has 1 emails and 1 mobile phone numbers on RocketReach.
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