Merrill
47yrs
Top advisor by experience in Chattanooga
9yrs
Beth Lofgren
Financial advisor at Edward Jones
Based in Chattanooga, Tennessee, Beth Lofgren is a fiduciary financial advisor with 9 years of industry experience. Beth joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Beth holds the CFP® designation.
One of 433 advisors with offices in Chattanooga, and one of 373 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1726 Gunbarrel Rd Suite 150, Chattanooga, TN 37421
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Questions to ask Beth
Tailored to Beth’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Beth
How do I contact Beth?
Call Beth’s local office at (423) 644-2139 or the Edward Jones main office at (314) 515-2000, and ask for Beth Lofgren.
How long has Beth been a financial advisor?
Beth has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Beth hold?
Series 66. Tap any license on this page to see what it allows.
Is Beth a fiduciary?
Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beth paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Beth 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.
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