Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Scott Lowther is an investment professional with over 25 years of experience in the financial services industry. Currently, Jon works as a Registered Representative for Wells Fargo Clearing Services, LLC in Sarasota, Florida. Jon has a strong background in providing investment advice and services to a variety of clients, including individuals, businesses, and institutions. Jon specializes in providing investment consulting services, financial planning, and portfolio management. Jon also provides pension consulting services and selection of other advisers. Prior to joining Wells Fargo Clearing Services, Jon worked as an Investment Advisor Representative for SunTrust Investment Services, Inc. and Fifth Third Securities, Inc. Jon has a strong understanding of the financial markets and is committed to providing his clients with personalized investment strategies that meet their unique needs and 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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/10/2020 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
03/07/2014 - 11/13/2020
SUNTRUST INVESTMENT SERVICES, INC. (ELLENTON FL)
FL
05/25/2011 - 03/07/2014
FIFTH THIRD SECURITIES, INC. (VENICE FL)
LA
07/19/2004 - 05/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
NY
07/07/1997 - 07/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jon Lowther is the right advisor for you? Invested Better is here to help.
