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JL
JL
John James Lowry
Advisor Share Wealth Management, LLC
16 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Financial Planning & Coaching
High Net Worth
Advisor Share Wealth Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M
Fee Structure
Minimum Investment:
$25K
Investment Management
Planning
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Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
July 2023
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Redhawk Wealth Advisors, INC.
July 2011 - July 2023 · 12 yrs
Newtown Wealth Management INC.
January 2010 - June 2011 · 1 yr 5 mos
Envision Investment Advisors, LLC
January 2009 - July 2009 · 6 mos
Envision Investment Advisors, LLC
January 2009 - December 2008 · 0 mos
Envision Investment Advisors, LLC
May 2008 - December 2008 · 7 mos
State Registrations
1 state
PA
Advisor
Exams
No exam information available for this advisor.