JL
JL

Jonda Lowe

4 Years of Experience
Huntinton, WV
6 DisclosuresSells Insurance

Jonda Lowe is a registered investment advisor at Jondaknows Financial Group, INC., based in Huntinton, WV, with 4 years of industry experience. Jonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 16 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$1.3M
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Location

338 5th Avenue, Suite 100, Huntinton, WV, 25701-1812

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History

Regulatory History (6)
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Employment Separation After Allegations
February 2023
Financial
July 2019
Final
Judgment / Lien
December 2018
Customer Dispute
May 2012
Settled
Employment Separation After Allegations
May 2011
Criminal
December 2005
Final Disposition
Other Business ActivitiesSells Insurance

Jonda is a Managing Partner of Federal Benefit Consulting LLC, an education company, since 2023. She educates federal employees on their benefits and offers insurance products when suitable, spending a few hours per week on this activity.

Employment History
Current Registrations
Jondaknows Financial Group, INC.
January 2026 - Present · 4 mos
Previous Registrations
Jondaknows Financial Group, INC.
March 2023 - December 2025 · 2 yrs 9 mos
Freedom Financial Advisors, LLC
September 2022 - March 2023 · 6 mos
Jonathan Roberts Advisory Group, INC.
July 2010 - June 2011 · 11 mos
Ing Financial Partners, INC
April 2010 - June 2010 · 2 mos
State Registrations1 state
WV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.