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Jonas Carroll Lowery

Bcm Advisors, LLC

Lafayette, LA

CRD 6312278

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Employer firm

Bcm Advisors, LLC CRD 107946

$776M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Bcm Advisors, Llc

1018 Harding St., Suite 104, Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-04-30
TX RA APPROVED 2019-04-30
  • LA RA
    APPROVED
    Since 2019-04-30
  • TX RA
    APPROVED
    Since 2019-04-30

Branch Locations

1018 Harding St., Suite 104, Lafayette, LA 70503 • 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
Bcm Advisors, Llc (Formerly Billeaud Capital Management, Llc) Lafayette LA 02/2019 Present
Midsouth Bank Lafayette LA 01/2016 02/2019
  • 02/2019 → Present
    Bcm Advisors, Llc (Formerly Billeaud Capital Management, Llc)
    Lafayette, LA
  • 01/2016 → 02/2019
    Midsouth Bank
    Lafayette, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-30
  • S65 Uniform Investment Adviser Law Examination
    2019-05-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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