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Chase David Lowery

Edward Jones

Beason, IL

Lincoln, IL

CRD 7500690

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-27
IL RA APPROVED 2022-04-26
  • TX RA
    APPROVED
    Since 2022-07-27
  • IL RA
    APPROVED
    Since 2022-04-26

Branch Locations

Beason, IL • United States

407 Keokuk, Lincoln, IL 62656 • 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
Edward Jones St Louis MO 02/2022 Present
Archer Daniels Midland, Co. Decatur IL 04/2015 08/2018
Ardagh Group Lincoln IL 08/2018 03/2019
Mueller Water Products Decatur IL 03/2019 01/2022
  • 02/2022 → Present
    St Louis, MO
  • 04/2015 → 08/2018
    Archer Daniels Midland, Co.
    Decatur, IL
  • 08/2018 → 03/2019
    Ardagh Group
    Lincoln, IL
  • 03/2019 → 01/2022
    Mueller Water Products
    Decatur, IL
Other Businesses

"Beason Chestnut Park District Type: Date: 06/15/21 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Help make decisions on park maintenance and upkeep with the other board members. City-State: Beason IL" "Lincoln Elks Lodge #914 Type: Date: 04/01/22 Title: Trustee Trad Hrs: 0 Tot Hrs: 0 Desc: Attend monthly meetings, and work to continue the Lodge's charitable giving within the Logan County community. City-State: Lincoln IL"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-25
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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