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Chief Investment Officer · The Estate Planners Group

Jeffrey M. Loesser

CRD 6580161 · Named on Form ADV at one SEC-registered adviser

At a glance

The Estate Planners Group, an SEC-registered wealth manager based in Yardley, PA with $422 million in regulatory assets, lists Jeffrey M. Loesser on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David W. LoesserChief Executive Officer, Founder, and Managing Member, The Estate Planners Group
  • Katherine KirknerChief Compliance Officer and Chief Operations Officer, The Estate Planners Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.