Jacob Thomas Lowry

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2013 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA
• 03/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Other Businesses

1) THE WEALTHCARE GROUP, 2 TERMINAL DR STE 4A EAST ALTON IL, 02/2018, CO-FOUNDER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME, INV REL, 160 HR/MO 160/TRADING 2) LOWRY FINANCIAL GROUP, 58 KENDALL DR WOOD RIVE IL, 06/2017, OWNER/MEDICARE AGENT -SERVICING, & EDUCATION, NIR, 40 HR/MO 4/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 80/TRADING, REGISTERED INVESTMENT ADVISOR THAT MANAGES CLIENT ASSETS 4) LOWRY PROPERTIES LLC, 58 KENDALL DR WOOD RIVER IL, 10/2017, OWNER, RENTAL PROPERTY, NIR, 8/MO 0/TRADING 5) GLEN ED SOCCER ASSOCIATION, 3601 STADIUM DRIVE EDWARDSVILLE IL, 09/2021, BOARD MEMBER, YOUTH ATHLETIC ASSOCIATION, NIR, 10 HR/MO 1/TRADING HR

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26

Designations

• Chartered Financial Consultant