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Jayce Alan Lowe

Lighthouse Financial Services Inc.

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About Jayce Alan Lowe

Jayce Lowe is a registered Investment Advisor Representative at Lighthouse Financial Services Inc. Jayce is licensed to practice in California, Nebraska, and Texas. Jayce has worked in the financial services industry since 2013. Before joining Lighthouse Financial Services Inc., Jayce worked at Next Financial Group, Inc. in Lubbock, Texas. Lighthouse Financial Services Inc. is a Registered Investment Advisor. The firm specializes in portfolio management for individuals and businesses as well as financial planning. The firm has offices in Brea, California.

Firm Information

Jayce Lowe is currently registered with Lighthouse Financial Services Inc.. Lighthouse Financial Services Inc. is a registered investment advisor headquartered in Brea, CA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Lighthouse Financial Services Inc. has approximately $429,837,252 in regulatory assets under management.
Lighthouse Financial Services Inc.

3070 SATURN STREET

BREA, CA 92821

$429.84M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jayce Lowe’s Registration & Firm History

CA

01/05/2021 - Present

Lighthouse Financial Services Inc. (BREA CA)

TX

11/18/2014 - 11/14/2017

NEXT FINANCIAL GROUP, INC. (LUBBOCK TX)

TX

07/02/2013 - 11/10/2014

LOWELL & COMPANY, INC. (LUBBOCK TX)

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Licenses & Designations

BOTH

Issued 05/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jayce Alan Lowe.
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