Joshua
Lowry
Fidelity Personal And Workplace Advisors
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About this Advisor
Joshua Lowry is a financial advisor based in Jacksonville, Florida who has 1 year of relevant experience. Lowry is an employee of Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Sofi, Baker Hughes, Keller Williams Heritage, Medtronic, Bj'S Brewhouse, Pappadeaux Seafood Kitchen, Cloudera, Maxwell Ford, Half Shell Oyster House, Walnut Circle and Outback Steakhouse. Lowry holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Fidelity Personal And Workplace Advisors is an advisory firm based out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It handles $653 billion in assets under management between its 1,712,247 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on which services are offered. However, fee types charged by Fidelity Personal And Workplace Advisors can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joshua Lowry Work History
Joshua has been registered as a financial advisor for 1 years.*
Fidelity Investments
Sofi
Baker Hughes
Medtronic
Bj'S Brewhouse
Keller Williams Heritage
Pappadeaux Seafood Kitchen
Cloudera
Maxwell Ford
Half Shell Oyster House
Walnut Circle
Outback Steakhouse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Lowry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Austin, TX
Palo Alto, CA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
