William Jeffrey Loertscher

CRD 4546068 · Fidelity Brokerage Services LLC · Salt Lake City, UT

IA RegisteredBroker

Also appears in the source record as: Jeffrey Loertscher; William Loertscher

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Midvale, UT · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Midvale, UT · BD capacity

Dec 12, 2018 → present
Fidelity Brokerage Services LLCCurrent
Salt Lake City, UT · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 26, 2020 → Mar 31, 2025
Axa Advisors, LLC
IA capacity

May 21, 2018 → Oct 23, 2018
Axa Advisors, LLC
BD capacity

May 18, 2018 → Oct 23, 2018
E*trade Capital Management, LLC
IA capacity

Feb 1, 2016 → Apr 12, 2018
E*trade Securities LLC
BD capacity

Sep 17, 2013 → Apr 12, 2018
Edward Jones
IA capacity

Feb 22, 2011 → Oct 8, 2012
Edward Jones
BD capacity

Feb 15, 2011 → Oct 8, 2012
Waddell & Reed, Inc.
IA capacity

Feb 7, 2011 → Feb 17, 2011
Waddell & Reed, Inc.
BD capacity

Jan 11, 2011 → Feb 17, 2011
Ameriprise Financial Services, Inc.
BD capacity

Jan 20, 2009 → Feb 26, 2010
Northwestern Mutual Investment Services, LLC
BD capacity

Feb 2, 2006 → Jul 26, 2006
Ameriprise Financial Services, Inc.
IA capacity

Sep 16, 2002 → Dec 14, 2005
Ids Life Insurance Company
BD capacity

Aug 26, 2002 → Dec 14, 2005
Ameriprise Financial Services, Inc.
BD capacity

Aug 26, 2002 → Dec 14, 2005

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4546068 ↗ FINRA BrokerCheck record for CRD 4546068 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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