Jonathan Lowry (CRD# 5650420) is an Investment Advisor Representative working at Lpl Financial LLC in Kalispell, MT and has over 14 years of experience in the finance industry.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Kalispell, MT | Jul 2021 - Current | 2 |
| Front Range Group, LLC | Great Falls, MT | Jan 2018 - Current | 6 |
| Ja Lowry, LLC | Kalispell, MT | Sep 2012 - Current | 11 |
| Various Insurance Carriers For W & R Insurance Agencies | Kalispell, MT | May 2009 - Jul 2021 | 12 |
| Waddell & Reed Inc. | Kalispell, MT | Mar 2009 - Jul 2021 | 12 |
| Jd Flats LLC | Kalispell, MT | Mar 2017 - Oct 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- MT
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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