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Jeff Lowrie

Ubs Financial Services Inc.

Indianapolis, IN

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-26
  • IN RA
    APPROVED
    Since 2025-12-26

Branch Locations

8801 River Crossing Blvd 4Th Floor, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Funds Carmel IN 06/2014 12/2016
American Funds Carmel IN 12/2016 06/2020
American Funds Carmel IN 06/2020 01/2021
American Funds Carmel IN 01/2021 04/2023
Sandhill Investment Management Buffalo NY 07/2023 10/2025
Ubs Financial Services Inc, Indianapolis IN 10/2025 Present
  • 06/2014 → 12/2016
    American Funds
    Carmel, IN
  • 12/2016 → 06/2020
    American Funds
    Carmel, IN
  • 06/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 04/2023
    American Funds
    Carmel, IN
  • 07/2023 → 10/2025
    Sandhill Investment Management
    Buffalo, NY
  • 10/2025 → Present
    Ubs Financial Services Inc,
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-06
S63 Uniform Securities Agent State Law Examination 2017-02-13
  • S65 Uniform Investment Adviser Law Examination
    2017-10-06
  • S63 Uniform Securities Agent State Law Examination
    2017-02-13
Other Names
  • Jeffrey Lowrie
  • Jeffrey Todd Lowrie

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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