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John James Lowry

Advisor Share Wealth Management, LLC

Vancouver, WA

Langhorne, PA

CRD 1070228

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Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

Current Employers
Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-30
  • PA RA
    APPROVED
    Since 2024-05-30

Branch Locations

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

118 S. Bellvue Ave, Langhorne, PA 19047 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Redhawk Wealth Advisors, Inc. Minneapolis MN 07/2011 Present
Previous Registrations
  • 2011-07-12 → 2023-07-27
    Langhorne, PA
    Minneapolis, MN
  • 2010-01-12 → 2011-06-27
    Newtown Wealth Management Inc.
    Newtown, PA
  • 2009-01-27 → 2009-07-22
    Envision Investment Advisors, Llc
    Langhorne, PA
    Omaha, NE
  • 2008-05-29 → 2008-12-31
    Envision Investment Advisors, Llc
    Langhorne, PA
    Omaha, NE
  • 2009-01-09 → 2008-12-31
    Envision Investment Advisors, Llc
    Langhorne, PA
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-07
S63 Uniform Securities Agent State Law Examination 1986-02-12
  • S65 Uniform Investment Adviser Law Examination
    2008-05-07
  • S63 Uniform Securities Agent State Law Examination
    1986-02-12

View on SEC IAPD

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