Jeff Preusser has achieved a rewarding career in financial services by putting clients' interests first and providing exceptional personal service. He takes a hands-on approach to each client relationship, making certain the appropriate strategies are put in place to help maintain a sound long-term plan. His years of experience in the industry have taught him how to advise his clients throughout various stock and bond market cycles, helping them understand the risks and rewards of investing, particularly during turbulent periods. Jeff fosters client relationships and carefully evaluates each client's financial circumstances that could impact the likelihood of long-term financial success. Prior to joining Raymond James in 2018, Jeff was a First Vice President with Morgan Stanley, starting there in 2009 after spending 11 years at Wachovia Securities. He started his financial services career in 1996 as a member of Mark Loftus’ team at Morgan Stanley Dean Witter and became a partner of the practice in 2000. In addition to servicing client relationships for retirees, professionals and business owners, Jeff oversees the distinct processes that the professionals at Loftus Group Wealth Partners have refined over three decades.
He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2003. This designation is a distinguished credential awarded to professionals who meet rigorous standards and agree to adhere to the ethical standards set by the CFP board when providing financial services. He graduated from Northern Illinois University with a Bachelor's Degree in Organizational & Corporate Communications. Jeff was born and raised in Chicago, and currently resides in the Western Suburbs. He and his wife Laura have three children: a son and identical twin daughters. He enjoys being actively involved with his children’s extracurricular activities, traveling, refining his grilling techniques, and being an active member of his community.
Jeff holds the following licenses
• Series 7 - General Securities Representative
• Series 31 – Managed Futures Funds
• Series 63 - Uniform State Exam
• Series 65 - Investment Advisor Agent
• Life, Health & Long Term Care Insurance Licensed
Securities Agent: AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MI, MN, NE, NJ, NV, NY, OH, OR, SC, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0E01600
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.