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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Lowey is a financial advisor with Edward Jones, a firm with a strong presence in the financial services industry, managing assets in excess of $10 billion. John has been working in the financial industry since 2004 and is licensed to provide financial advice in a number of states. John has a variety of licenses, including the Series 63, 66, 7 and SIE exams, which allow John to provide a range of financial services to clients, including investment management and financial planning. John has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. John’s focus is on providing personalized financial advice and helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
08/26/2014 - Present
Edward Jones (PALM SPRINGS CA)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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