Jane Alexis Lowry
Investment adviser representative at Motive Wealth Advisors, LLC
12 yearsExperience
3 statesRegistered in
$362.6MFirm assets
5 yearsFirm in business
Are you Jane Alexis Lowry? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Motive Wealth Advisors, LLCJan 2022 to now
- N/aDec 2017 to Jan 2022
- Ducker WorldwideOct 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Motive Wealth Advisors, LLC
$362.6MAssets managed
88Clients
3Advisers
5 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
- 7972093
- Firm CRD
- 312303