Jeffrey Lowery, financial advisor Lansdowne VA

Jeffrey Lowery

CRD Number: 7373271
Current Firm: Cambridge Investment Research Advisors, Inc.

Jeffrey Lowery (CRD# 7373271) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lansdowne, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors Inc. Fairfield, IA Jan 2022 - Current 2
Cambridge Investment Research Inc. Fairfield, IA Jun 2021 - Current 2
Cambridge Investment Research Inc. Fairfield, IA Apr 2021 - Current 2
Retired Charles Town, WV Dec 2020 - Apr 2021 < 1
Cyber Bda, Inc. Fredericksburg, VA Mar 2019 - Dec 2020 1
United States Air Force Washington, Dc, DC Jun 2011 - Mar 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Jeffrey Lowery
Phone Number: 641-472-5100
Registered State(s):
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • Educational seminars/workshops
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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