Joshua Lowry is a registered investment advisor at Morgan Stanley, based in West Jordan, UT, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
West Jordan, UT
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
April 2020 - September 2023 · 3 yrs 5 mos
E*trade Securities LLCBroker
April 2020 - September 2023 · 3 yrs 5 mos
J.P. Morgan Securities LLC
December 2017 - April 2020 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
December 2017 - April 2020 · 2 yrs 4 mos
Scottrade Investment Management
January 2017 - December 2017 · 11 mos
Scottrade, INC.Broker
August 2015 - December 2017 · 2 yrs 4 mos
Amerivest Investment Management, LLC
September 2011 - July 2015 · 3 yrs 10 mos
TD Ameritrade, INC.
September 2011 - July 2015 · 3 yrs 10 mos
TD Ameritrade, INC.Broker
September 2011 - July 2015 · 3 yrs 10 mos
E*trade Capital Management, LLC
June 2011 - September 2011 · 3 mos
E*trade Securities LLCBroker
September 2007 - September 2011 · 4 yrs
Wells Fargo Investments, LLCBroker
March 2007 - August 2007 · 5 mos
Fidelity Brokerage Services LLCBroker
September 2005 - February 2007 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.