Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Lowry is a financial professional with over 10 years of experience in the industry. Jacob is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with EDWARD JONES. Jacob is licensed to provide financial advice in 19 states. Jacob has a background in finance and has obtained the Series 66, Series 7 and SIE licenses. Jacob is a Chartered Financial Consultant. Jacob's clients include individuals, families, and small businesses. Jacob specializes in financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
07/28/2020 - Present
Cambridge Investment Research Advisors, Inc. (East Alton IL)
MO
08/09/2012 - 11/01/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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