Jayce Alan Lowe
Investment adviser representative at Lighthouse Financial Services Inc
12 yearsExperience
3 statesRegistered in
$472.5MFirm assets
38 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
12 years in the industry.
- Lighthouse Financial Services IncDec 2017 to now
- Next Financial Group IncNov 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, NE, TX).
Lighthouse Financial Services Inc
$472.5MAssets managed
461Clients
4Advisers
38 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
- 6036668
- Firm CRD
- 110367