Jonathan Loeffler
Investment Adviser Representative at Ascent Capital Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Loeffler is an investment adviser representative with Ascent Capital Partners, LLC, where they have been registered since 2021. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Riley Private Client LLC and Riley Wealth Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona and Texas.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Loeffler Consolidated, LLCMay 2014 – no end date reportedYuma, AZ
- Riley Wealth Advisors, LLCOct 2017 – Mar 2021Southlake, TX
- Riley Private Client, LLCFeb 2021 – Mar 2021Southlake, TX
- Ascent Capital Partners, LLCMar 2021 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ascent Capital Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $2,500,000 (waivable)
- $0 to $500,0001.50%
- $500,001 to $1,000,0001.25%
- $1,000,001 to $3,000,0001.15%
- $3,000,001 to $5,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-134434
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at Ascent Capital Partners, LLC
7 other advisors in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Loeffler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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