Joseph Thomas Lowe
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Joseph Thomas Lowe? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- Carver Financial Services, LLCJan 2025 to now
- Raymond James Financial Services Advisors, IncDec 2017 to now
- Raymond James Financial Services Advisor, IncDec 2017 to now
- Raymond James Financial Services, IncDec 2017 to now
- Carver Financial ServicesDec 2017 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Dec 2017
- PNC BankJul 2016 to Feb 2017
- PNC InvestmentsJul 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6340212
- Firm CRD
- 149018