Jon Loebner has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Robertsville, Missouri. Jon has been with Primerica Advisors since 2018. Primerica Advisors offers investment management and is paid through a percentage of assets.
At a glance
Services through Primerica Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowPFS Investments Inc.Current firm
Contact Jon
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Jon. Robertsville, MOOffice · Get directions X (Twitter) pagePrimerica AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Jon
How do I contact Jon?
Call Primerica Advisors at (833) 786-0550 and ask for Jon Loebner. Jon works from the Robertsville, MO office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2008, about 18 years. More experience than 60% of advisors in Missouri.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.