Who is John Loyd?
For over fifteen years, John Loyd has provided highly personalized, tax-
advantaged financial guidance to clients in Texas and around the
country. His passion for investing began at an early age. Reading
books on investing in his early teens, he tried on his own to open up a
brokerage account at Dean Witter (now Morgan Stanley) at the age of
16, but the financial advisor told him he was too young and to come
back at age 18, which he did. He opened the account and would later
have an internship with the company during college.
He graduated summa cum laude from Southwest Texas State
University with a degree in Finance. After graduation, he worked for
Edward Jones Investments for almost eight years, receiving the Iron
Will award, the most prestigious award the company gives, based upon
his work ethic and love of the business. He has since opened up his
own financial consulting firm in Fort Worth, Texas assisting clients with
all manners of wealth management.
John holds the following licenses and registrations:
Series 7 (General Securities Representative), Series 63 (Uniform
Securities State Law), Series 65 (Uniform Investment Advisor Law) held
with LPL Financial, Series 24 (General Securities Principal) in addition
to a Group 1 Life and Health Insurance license
John holds the IRS "Enrolled Agent" designation. Enrolled Agents
have demonstrated special competence in tax matters by successfully
passing all parts of the IRS Special Enrollment Exam and can
represent taxpayers before all levels of the IRS. He is a member of the
National Association of Tax Professionals (NATP).
He is a CERTIFIED FINANCIAL PLANNER™ professional and formerly
served on the Board of Directors of the Dallas/Fort Worth Financial
Planning Association (FPA). He serves as a subject matter expert
(SME) for Certified Financial Planner Board of Standards (CFP Board)
and has written and edited content for examinations. He has been
cleared as an Ethics Program Instructor by the CFP Board, and serves
as a Hearing Panel Volunteer for the Disciplinary and Ethics
Commission of the CFP Board.
He has successfully attained the Behavioral Financial Advisor
designation, completing all required coursework and the certification
exam. Behavioral Finance Advice (BFA) combines psychology and
neuroscience with traditional financial practices.
He is currently an Adjunct Professor at Georgetown University
teaching a Fundamentals & Ethical Considerations of Financial
Planning along with an Investment Analysis course over select
weekends. He has been featured in D Magazine as one of the
"Best Financial Planners in Dallas*" for five years in a row
(2012,2013,2014,2015,2016). He also serves as Chair of the
Investment Committee for the Girl Scouts of Texas, providing
direction and guidelines for investment-related activities.
* Award based on an evaluation of twenty different practice categories
such as experience, credentials, assets under management, fee
structure and philosophy among other factors.
John also enjoys and has the privilege of lecturing around the country
over various financial topics. He has spoken to audiences at the
University of Texas, the TXU Retirees Club, and has been featured as
a Guest Finance Lecturer onboard both Norwegian and Celebrity
cruise lines. He is an "Advisor to Advisors" in the industry and has
presented educational workshops to other advisors at firms such as
Ernst & Young, Fidelity, Morgan Stanley and Wells Fargo.
John is a member of the North Texas CERT (Community Emergency
Response Team) and is a graduate and Class Spokesperson of the
2013 FBI Citizens Academy. He has completed both the Honolulu
marathon and a triathlon to benefit the Leukemia & Lymphoma
Society. John has also "Escaped from the Rock," successfully
swimming in 58 degree water with no wetsuit from Alcatraz to San
Francisco to raise money for Meals on Wheels of Tarrant County. He
holds a black belt thru the World Taekwondo Federation and resides in
Southlake with his wife of almost 20 years Courtney, and their two
© J Loyd 2005-2017. All rights reserved.
The LPL Financial Registered Representatives
associated with this site may only discuss and/or
transact securities business with residents of
the following states: AZ, CA, CO, FL, IA, IN,
NC, NJ, OK, TX, and WY. No offers may be made
or accepted from any resident outside of these
Securities & Advisory Services offered
through LPL Financial, a Registered
Investment Advisor. Member FINRA/SIPC
JOHN W. LOYD, CFP®
The Wealth Planner™