Jonathan Lowry
Jonathan Lowry is a registered investment advisor at LPL Financial LLC, based in Kalispell, MT, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2602 Us Hwy 2 East, Kalispell, MT, 59901
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jonathan is affiliated with Front Range Financial Advisors since 2018, dedicating about a quarter of his time. He also operates under Front Range Group LLC as a DBA for his LPL business and is associated with J.A. Lowry, LLC, but spends no time on these activities. Jonathan is also affiliated with various insurance carriers for W & R Insurance Agencies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations9 states
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