Joshua Wright Lowe
Investment adviser representative at Newedge Advisors
18 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Newedge AdvisorsOct 2025 to now
- Newedge Securities, LLCOct 2025 to now
- Cornerstone Capital WealthMar 2014 to Oct 2025
- Raymond James Financial Services Advisors, IncMay 2009 to Oct 2025
- Raymond James Financial Services, IncDec 2008 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (FL, NH).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3073223
- Firm CRD
- 171351