Joshua Lowery (CRD# 6042539) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jeffersonville, IN and has over 11 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greater Clark County Schools | Jeffersonville, IN | Dec 2015 - Current | 8 |
| J.p. Morgan Securities LLC | Louisville, KY | Oct 2012 - Current | 11 |
| Jp Morgan Chase Bank | Louisville, KY | Jul 2011 - Current | 12 |
| Greater Clark County Schools | Jeffersonville, IN | Sep 2012 - Aug 2015 | 2 |
| Outback Steakhouse | Clarksville, IN | Jun 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- KY
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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