Joshua Lowery, financial advisor Jeffersonville IN
90 score

Joshua Lowery

CRD Number: 6042539
Current Firm: J.p. Morgan Securities LLC

Joshua Lowery (CRD# 6042539) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jeffersonville, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Greater Clark County Schools Jeffersonville, IN Dec 2015 - Current 1
J.p. Morgan Securities LLC Louisville, KY Oct 2012 - Current 4
Jp Morgan Chase Bank Louisville, KY Jul 2011 - Current 5
Greater Clark County Schools Jeffersonville, IN Sep 2012 - Aug 2015 2
Outback Steakhouse Clarksville, IN Jun 2010 - Aug 2014 4
Chase Investment Services Corp Louisville, KY Mar 2012 - Oct 2012 < 1
Jeffersonville High School Jeffersonville, IN May 2010 - May 2011 1
Indiana University Southeast New Albany, IN Jun 2007 - May 2011 3
Western Kentucky University Bowling Green, KY Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Joshua J. Lowery
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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