Skip to Main Content
Josh Loeffler, Financial Advisor

FINANCIAL ADVISOR
Josh Loeffler

CFP®, AAMS™, CRPS™
111 West Port Plaza Drive, Suite 380, St Louis, MO 63146opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

About Josh

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding your goals before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help you plan for retirement, so you have more options down the road.

In 2008, I joined Edward Jones as a financial advisor. My St. Louis office is centrally located in Westport Plaza. I have been asked to become a limited partner of Edward Jones and have held various leadership...

Work History

  • Edward JonesNovember 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of Missouri-ColumbiaBachelor of Arts and Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Personal Fitness
  • Coaching Sports

Team Members

  • Michele Cleveland
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(314) 576-3838

Fax

(877) 222-8903

Office Address

111 West Port Plaza Drive
Suite 380
St Louis, MO 63146opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More