Jeffrey Michael Loesser
Chief Investment OfficerThe Estate Planners Group LLCCRD 6580161
About Jeffrey Michael Loesser
Jeffrey Michael Loesser is listed as Chief Investment Officer at The Estate Planners Group LLC in Yardley, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of The Estate Planners Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Michael Loesser work?
Jeffrey Michael Loesser is listed as Chief Investment Officer at The Estate Planners Group LLC on SEC Form ADV.
How much of The Estate Planners Group LLC does Jeffrey Michael Loesser own?
Form ADV reports a beneficial ownership band of Under 5%.
The Estate Planners Group LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |