Trent Jackson Lowe

Employer firm

Wmg Financial Advisors, LLC CRD 285824

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2019 → 08/2020
  Food City
  Knoxville, TN
• 09/2020 → 05/2021
  Cracker Barrel
  Knoxville, TN
• 10/2021 → 01/2022
  Hobby Lobby
  Knoxville, TN
• 05/2023 → 08/2023
  Clayton Homes, Vanderbilt Mortgage
  Maryville, TN
• 05/2024 → 08/2025
  Patten And Patten Investments
  Chattanooga, TN
• 05/2025 → Present
  Wmg Financial Advisors, Llc
  Knoxville, TN
• 03/2026 → Present
  Wmg Financial Advisors, Llc
  Knoxville, TN
• 08/2023 → 05/2024
  Student
  Maryville, TN
• 01/2016 → 07/2019
  Student
  Knoxville, TN
• 05/2021 → 10/2021
  Student
  Knoxville, TN
• 01/2016 → 05/2025
  Student
  Knoxville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-19