Jonathan
Loosle
Pfs Investments Inc
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About this Advisor
Jonathan Loosle is a financial advisor based in Meridian, Idaho, working with Pfs Investments Inc. Jonathan has previously held positions at National Guard, A New Leaf, Waddell & Reed, Inc, Primerica Financial Services, Pfs Investments Inc, Keller Williams Realty, Boise Premier Real Estate, University Of Phoenix-Online, Various Insurance Carriers For Waddell & Reed, Hisway, Smiling Shibas, Amazon, 1St Place Realty, Boise Cascadia, Developmental Concept, and Caregiver. Jonathan has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Jonathan is part of Pfs Investments Inc, which operates out of Meridian, Idaho. The firm has 1,754 offices and 3,762 employees. The firm manages assets totaling $11.2 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$11,156,017,804
3,762
70,434
$158,390
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jonathan Loosle Work History
Pfs Investments Inc
Hisway
Boise Cascadia
Primerica Financial Services
Developmental Concept
Amazon
Hisway
Caregiver
Smiling Shibas
1St Place Realty
Pfs Investments Inc
Hisway
Pfs Investments Inc
Keller Williams Realty
Boise Premier Real Estate
Waddell & Reed, Inc
Various Insurance Carriers For Waddell & Reed
University Of Phoenix-Online
A New Leaf
National Guard
Disclosures
Please visit the SEC profile of Jonathan Loosle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Duluth, GA
Sugar Land, TX
Euless, TX
Meridian, ID
Guaynabo, PR
Meridian, ID
Edmond, OK
Gillette, WY
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