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Justin Charles Lowy

Diversify Advisory Services, LLC

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About Justin Charles Lowy

Justin Charles Lowy is an investment advisor representative with Diversify Advisory Services, LLC. Justin has been in the industry since January 19, 2012. Justin holds licenses for the following exams: Series 66, Series 7, Series 3, and SIE. Justin has previously worked at Crown Capital Securities, L.P. and National Securities Corporation. Justin is registered to provide investment advisory services in 23 states.

Firm Information

Justin Lowy is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

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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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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Justin Lowy’s Registration & Firm History

UT

12/19/2023 - Present

Diversify Advisory Services, LLC (SANDY UT)

CA

01/27/2016 - 03/09/2020

CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)

CA

01/20/2012 - 01/27/2016

NATIONAL SECURITIES CORPORATION (IRVINE CA)

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Licenses & Designations

BOTH

Issued 02/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Charles Lowy.
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