Timothy Clark Lowry

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Dean, Jacobson Financial Services
  Fort Worth, TX
• 02/2003 → Present
  Lpl Financial Llc
  Fort Worth, TX

Other Businesses

1. 02/12/2003 - DEAN JACOBSON FINANCIAL SERVICES - INV REL - AT REPORTED BUSINESS LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - REGISTERED REP. 2. 03/05/2008 - Dean, Jacobson Financial Services - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - 1% TIME SPENT - MINOR BOOKKEEPING FOR SELECT CLIENTS. TAX PREP / ACCOUNTING / BOOKKEEPING. 3. 11/26/2008 - Christ Chapel Bible Church - Not Inv Rel - Non-Profit Board Member - COMMUNITY, CIVIC AND CHARITABLE BOARD - At Reported Business Location(s) - Was recently elected to serve as a deacon at my church. This is a 4 year commitment. Duties involve helping with ongoing organization and service needs of the church - 3% TIME SPENT. 4. 04/15/2010 - Dean, Jacobson Financial Services, LLC - Inv Rel - Non-Variable Insurance - At Reported Business Location(s) - 5% TIME SPENT - Non-variable insurance sales 5. 08/07/2012 - Dean, Jacobson Financial Services - Inv Rel - Registered Investment Advisor - At Reported Business Location(s) - 10% TIME SPENT - DEAN JACOBSON FINANCIAL SERVICES PROVIDES ADVICE FOR HOURLY AND/OR FIXED FEES AS WELL AS MANAGES MONEY UNDER ITS RIA THROUGH THE LPL HYBRID PLATFORM. 6. 08/11/2015 - Notary - Not Inv Rel - At Reported Business Location(s) - OBA START 07/31/2015 - 1 HR PER MONTH/1 HR DURING TRADING - I have signed up to become a Notary Public. The primary function will be to witness and authenticate the execution of certain classes of documents. 7. 07/21/2022 - Dean, Jacobson Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 07/01/2022 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Dean, Jacobson Financial Services, an independent investment advisor firm. I started this business activity in 07/2022. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 12/05/2023 - JETI, LLC - Real Estate Rental - 25% Owner - Investment Related - At Reported Business Location(s) - Start Date 07/01/2022 - 1 Hour Per Month/ 0 Hours During Trading 9. 05/14/2024 - Dean, Jacobson Financial Services - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/24/2023 - 5 Hours Per Month/ 0 Hours During Trading 10. 07/09/2025 - Texas Medical Foundation (TMF) Health Quality Institute - Non-Profit Board Member - Austin, TX - Not Inv Rel - Start date; 08/08/2025 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-23