Porter Loyd
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
Family Business
Wealth management
General retirement planning
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2025 - Present (1 year)
Simply Clean CO
2025 - 2025 (1 year)
Thrivent Financial
2024 - 2025 (1 year)
Student at Northwest Nazarene University
2023 - 2024 (1 year)
Riddco INC
2023 - 2023 (1 year)
Student at Northwest Nazarene University
2022 - 2023 (1 year)
Edward Jones
2022 - 2022 (1 year)
Uber Technology Inc
2021 - 2022 (1 year)
Anytime Fitness
2021 - 2022 (1 year)
Pro Ag Services
2021 - 2022 (1 year)
West Valley Fitness
2021 - 2021 (1 year)
Rosauers
2020 - 2021 (1 year)
Wray Thriftway
2019 - 2020 (1 year)
Unemployed
2002 - 2019 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")