Jeffrey Preusser
Jeffrey Preusser is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Downers Grove, IL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1901 Butterfield Rd, Suite 100, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an owner of Independent Wealth Partners, Loftus & Preusser Wealth Partners, Loftus Group Wealth Partners, and Loftus Group, LLC. He is also the president and 100% owner of Preusser Enterprises, an S Corporation which owns 35% of Loftus Group Wealth Partners, LLC; these activities take up a significant amount of Jeffrey's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations37 states
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