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James Joseph Lowery

Pacific Select Distributors, LLC

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About James Joseph Lowery

James Joseph Lowery is a financial advisor with over 25 years of experience in the industry. James is currently registered with Pacific Select Distributors, LLC and has been with the firm since December 2006. Prior to joining Pacific Select Distributors, LLC, James held positions at SYMETRA INVESTMENT SERVICES, INC., TALBOT FINANCIAL SERVICES, INC., SAFECO INVESTMENT SERVICES, INC., LASALLE ST SECURITIES, L.L.C., and JOHN HANCOCK DISTRIBUTORS, INC. James holds Series 6, 7 and 63 securities licenses. James has a strong track record of providing financial advice to clients and is committed to helping clients achieve their financial goals.

Firm Information

James Lowery is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James Lowery’s Registration & Firm History

CA

12/13/2006 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

WA

08/10/2001 - 12/01/2006

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

NM

06/01/1999 - 08/22/2001

TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)

MA

09/16/1998 - 06/01/1999

SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)

IL

01/20/1998 - 05/01/1998

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MA

05/28/1997 - 12/16/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Joseph Lowery.
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