JL
ChFC
JL
ChFC

Jacob Lowry

13 Years of Experience
East Alton, IL
BrokerSells Insurance

Jacob Lowry is a ChFC-designated registered investment advisor, based in East Alton, IL, with 13 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold.

Location

2 Terminal Dr., Suite 15, East Alton, IL, 62024

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History

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.

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Other Business ActivitiesSells Insurance

Jacob is a co-founder/financial professional at The Wealthcare Group (full-time), owner/Medicare agent at Lowry Financial Group (about a quarter of his time), and an advisory representative of a RIA at CIRA (about half his time). He also owns rental property through Lowry Properties LLC and is a board member of Glen Ed Soccer Association.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2013 - Present · 13 yrs 7 mos
Cambridge Investment Research Advisors, INC.
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
Edward JonesBroker
August 2012 - November 2012 · 3 mos
State Registrations17 states
AZCOFLGAILINKSKYMIMNMONCNVOKSCTXVA
AdvisorBrokerBoth

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.
Jacob Lowry - Financial Advisor | TrueAdvisor