Diana Lowry, financial advisor Dewitt MI

Diana Lowry

CRD Number: 7520191
Current Firm: Edward Jones

Diana Lowry (CRD# 7520191) is an Investment Advisor Representative working at Edward Jones in Dewitt, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2022 - Current 2
Spartan Spin Lansing, MI Jan 2019 - Current 5
Empire Motor Financial Lansing, MI Jun 2021 - Feb 2022 < 1
Interstate Premium Auditing Albany, NY Jun 2019 - Jun 2021 2
Ymca Lansing, MI Sep 2008 - Mar 2020 11
Michigan Millers Insurance Lansing, MI Jul 2010 - Feb 2019 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Diana M. Lowry
Phone Number: 314-515-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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