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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 James Lowry is an investment advisor representative with Advisor Share Wealth Management. John has been in the financial industry since 1982 and has experience in various areas including financial planning, portfolio management, and pension consulting. John has passed the Series 6, Series 63, and Series 65 exams and holds a current registration in Pennsylvania. John has previously worked with Stuart Securities Corp., Signator Investors, Inc. and John Hancock Mutual Life Insurance Company.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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WA
05/30/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
GA
05/23/2003 - 08/31/2005
STUART SECURITIES CORP. (NORCROSS GA)
MA
12/14/1982 - 02/01/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/14/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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