Nathan Lowe
Nathan Lowe is a registered investment advisor at J.P. Morgan Securities LLC, based in Boynton Beach, FL, with 13 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
12459 Hagen Ranch Rd, Boynton Beach, FL, 33437
Get directionsHistory
Regulatory History (1)
Financial
July 2019Other Business Activities
Nathan is an owner/partner in Nate Lowe Music, performing live music for small events since 2020. He dedicates minimal time to this entertainment business, and it is unrelated to his firm role.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations4 states
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
More Advisors
- Edward Maass, CFP, ChFCCommonwealth Financial Network
- Harlan Freeman, CFA, CFPBrightpath Financial, INC.
- David Lewinter, ChFCLewinter Wealth Advisors, LLC
- Melissa Gannon, CFPCastle Wealth Management
- Lee Turmail, CFPAmeriprise Financial Services, LLC
- Matthew Kaszel, CFACastle Wealth Management