Nathan Lowe
Also appears in the source record as: Nathan D Lowe; Nathan Douglas Lowe
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 6Series 65Series 63
- Registered states (4)
- Florida · New Jersey · New York · Texas
- Years in the industry (source record)
- 13
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 6175265 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (8)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Truist Advisory Services, Inc.Lantana, FL · IA capacitySep 26, 2022 → Mar 18, 2025
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Truist Investment Services, Inc.Lake Worth, FL · BC capacitySep 12, 2022 → Mar 18, 2025
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedStuart, FL · IA capacitySep 22, 2017 → Sep 13, 2022
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedStuart, FL · BC capacitySep 21, 2017 → Sep 13, 2022
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Wells Fargo Clearing Services, LLCJupiter, FL · IA capacityJun 10, 2013 → Aug 24, 2017
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Wells Fargo Clearing Services, LLCJupiter, FL · BC capacityApr 29, 2013 → Aug 24, 2017
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.