Role listed
Capital Investment Advisors
AeroLeads people directory · profile
Jeff Lloyd Email & Phone Number
Investment Advisor and co-host of Money Matters at Capital Investment Advisors
at
Capital Investment Advisors
1 work email found
@yourwealth.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor and co-host of Money Matters at Capital Investment Advisors
Location
Atlanta, Georgia, United States
Company size
Who is Jeff Lloyd? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Lloyd is listed as Investment Advisor and co-host of Money Matters at Capital Investment Advisors at Capital Investment Advisors, a with 47 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at yourwealth.com and a matched LinkedIn profile for Jeff Lloyd.
Jeff Lloyd previously worked as Wealth Management Analyst at Capital Investment Advisors and Associate at Enerecap Partners. Jeff Lloyd holds Finance from Auburn University.
Company email context
Email format at Capital Investment Advisors
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{first}@yourwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jeff Lloyd. Compare company email patterns before reaching out.
Profile bio
About Jeff Lloyd
Jeff Lloyd is a Investment Advisor and co-host of Money Matters at Capital Investment Advisors at Capital Investment Advisors. He possess expertise in engineering.
Listed skills include Engineering.
Current workplace
Jeff Lloyd's current company
Company context helps verify the profile and gives searchers a useful next step.
Capital Investment Advisors
5 roles · 21 years
Jeff Lloyd work experience
A career timeline built from the work history available for this profile.
Wealth Management Analyst
Jeff Lloyd is a Wealth Management Analyst for Capital Investment Advisors. He works closely with Senior Investment Advisors as well as the Investment Committee at CIA to help provide support in relationship management as well as investment and portfolio analysis.
Associate
Enerecap Partners
Enerecap Partners is an investment banking and corporate strategy consulting firm focused on companies across the energy spectrum and emerging opportunities. The firm is based in Atlanta with additional offices in New York and Dallas.
2010 - Mar 2021
Business Consultant
Argy, Wiltse & Robinson, P.C.
2007 - 2009
~2 yrs
Assistant National Bank Examiner
2006 - 2007
~1 yr
Team & coworkers
Colleagues at Capital Investment Advisors
Other employees you can reach at yourwealth.com. View company contacts for 47 employees →
KK
Kyle Kim
Colleague at Capital Investment AdvisorsRockville, Maryland, United States
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JD
Julia Dixon
Colleague at Capital Investment AdvisorsVienna, Virginia, United States
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HM
Holly Mallory, Iaccp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
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BN
Brett Noggle, Cfa®, Cfp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
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AD
Adria Demeo, Crpc®
Colleague at Capital Investment AdvisorsGreater Tampa Bay Area, United States
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EW
Everett Wilkerson, Cfp®
Colleague at Capital Investment AdvisorsRoswell, Georgia, United States
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MR
Matt Reiner, Cfa, Cfp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
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MD
Michael De La Garza
Colleague at Capital Investment AdvisorsDenver Metropolitan Area, United States
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JR
Jonas Roos, Cfp®
Colleague at Capital Investment AdvisorsDallas, Texas, United States
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SK
Sarah King Parker
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
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Kyle Kim
Colleague at Capital Investment AdvisorsRockville, Maryland, United States
View →
JD
Julia Dixon
Colleague at Capital Investment AdvisorsVienna, Virginia, United States
View →
HM
Holly Mallory, Iaccp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
View →
BN
Brett Noggle, Cfa®, Cfp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
View →
AD
Adria Demeo, Crpc®
Colleague at Capital Investment AdvisorsGreater Tampa Bay Area, United States
View →
EW
Everett Wilkerson, Cfp®
Colleague at Capital Investment AdvisorsRoswell, Georgia, United States
View →
MR
Matt Reiner, Cfa, Cfp®
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
View →
MD
Michael De La Garza
Colleague at Capital Investment AdvisorsDenver Metropolitan Area, United States
View →
JR
Jonas Roos, Cfp®
Colleague at Capital Investment AdvisorsDallas, Texas, United States
View →
SK
Sarah King Parker
Colleague at Capital Investment AdvisorsAtlanta, Georgia, United States
View →
1 education record
Jeff Lloyd education
FAQ
Frequently asked questions about Jeff Lloyd
Quick answers generated from the profile data available on this page.
What company does Jeff Lloyd work for?
Jeff Lloyd works for Capital Investment Advisors.
What is Jeff Lloyd's role at Capital Investment Advisors?
Jeff Lloyd is listed as Investment Advisor and co-host of Money Matters at Capital Investment Advisors at Capital Investment Advisors.
What is Jeff Lloyd's email address?
AeroLeads has found 1 work email signal at @yourwealth.com for Jeff Lloyd at Capital Investment Advisors.
Where is Jeff Lloyd based?
Jeff Lloyd is based in Atlanta, Georgia, United States while working with Capital Investment Advisors.
What companies has Jeff Lloyd worked for?
Jeff Lloyd has worked for Capital Investment Advisors, Enerecap Partners, Argy, Wiltse & Robinson, P.C., and Office Of The Comptroller Of The Currency.
Who are Jeff Lloyd's colleagues at Capital Investment Advisors?
Jeff Lloyd's colleagues at Capital Investment Advisors include Kyle Kim, Julia Dixon, Holly Mallory, Iaccp®, Brett Noggle, Cfa®, Cfp®, and Adria Demeo, Crpc®.
How can I contact Jeff Lloyd?
You can use AeroLeads to view verified contact signals for Jeff Lloyd at Capital Investment Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jeff Lloyd attend?
Jeff Lloyd holds Finance from Auburn University.
What skills is Jeff Lloyd known for?
Jeff Lloyd is listed with skills including Engineering.
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