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professional profile

James Edward Andrew Loftin, CFA

RRIAR New York, NY CRD 4910231 Last verified October 2026

Overview

James Edward Andrew Loftin is a registered representative and an investment adviser representative based in New York, NY, with 19 years in the industry.

Years in the industry
19
States registered
2
Exams passed
4
Current firms
2

Contact

2 phone numbers on file

Registrations and licenses

  • Registered in 2 states
  • Series 63
  • Series 7
  • Series 7TO
  • SIE

Every state, with registration and license dates

Firms

Employment history since 2007

Book and practice

Firm assets under management on file

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