Kari Jo Lowry Young

Current Employers

Employment History

• 06/2007 → Present
  Jones & Roth, P.C.
  Eugene, OR
• 06/2007 → Present
  Jones & Roth, P.C.
  Eugene, OR
• 12/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-09-22 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR

Other Businesses

1 JONES & ROTH, P.C. POSITION: Partner NATURE: Partner (officer) at Jones & Roth, P.C., a CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2007 ADDRESS: 260 Country Club Rd. Ste 100, Eugene OR 97401, DESCRIPTION: I am a Partner at the CPA firm. My roles include serving as partner on client engagements and signing tax returns. Overseeing staff and assisting in management of the assurance department of the firm. 2) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: Referring Advisor NATURE: LLC member and Referring advisor with respect to Jones & Roth Financial Advisors, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 260 Country Club Rd. Suite 100, Eugene OR 97401, DESCRIPTION: LLC member and referring advisor with respect to Jones & Roth Financial Advisors, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-21

Other Names

• Kari Jo Lowry
• Kari Young