Jermaine LoweryCRD Number: 6303480
Current Firm: Morgan Stanley
Jermaine Lowery (CRD# 6303480) is an Investment Advisor Representative working at Morgan Stanley in Alexandria, VA and has over 3 years of experience in the finance industry.
Palatine Advisors, Inc.
Planning Solutions Group, LLC
Rembert Pendleton Jackson
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney LLC||Alexandria, VA||Feb 2014 - Current||4|
|Bank Of America||Fairfax, VA||Sep 2012 - Feb 2014||1|
|Round Table Busines Consulting, LLC||Stafford, VA||Nov 2011 - Sep 2012||< 1|
|Norman Data Defense Systems, Inc.||Fairfax, VA||Dec 2006 - Oct 2011||4|
|Circuit City Stores, Inc.||Mclean, VA||Feb 1999 - Dec 2006||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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