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James Joseph Lowry

PNC Investments

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About James Joseph Lowry

James Lowry is a financial advisor with PNC Investments. James has been in the financial services industry since 2007. James has a strong background in investments and financial planning. James is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals. James holds a Series 7 and Series 66 license. James is registered with FINRA and the state of Maryland.

Firm Information

James Lowry is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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James Lowry’s Registration & Firm History

MD

01/12/2023 - Present

PNC Investments (BEL AIR MD)

DE

01/14/2008 - 07/17/2014

WELLS FARGO ADVISORS, LLC (DOVER DE)

IA

03/09/2007 - 08/16/2007

EDWARD JONES (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 03/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Joseph Lowry.
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