Jonas
Lowery
Bcm Advisors, LLC
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About this Advisor
Jonas Lowery is a certified financial planner operating in Lafayette, Louisiana, who has 4 years of industry experience. Lowery is currently employed by Bcm Advisors, LLC. Over the course of their career, they have held roles at Bcm Advisors, LLC (Formerly Billeaud Capital Management, LLC), Midsouth Bank, Liberty Mutual Insurance Company, Iberia Bank, Northwestern Mutual, Home Bank and University Of Louisiana At Lafayette. Lowery has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Bcm Advisors, LLC is a registered investment firm operating out of Lafayette, LA. It has $515 million in assets between its 512 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 512 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. Bcm Advisors, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Bcm Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bcm Advisors, LLC Brokerage Details
$515,245,865
8
512
$1,006,340
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonas Lowery Work History
Jonas has been registered as a financial advisor for 4 years.*
Bcm Advisors, LLC (Formerly Billeaud Capital Management, LLC)
Midsouth Bank
Liberty Mutual Insurance Company
Iberia Bank
Northwestern Mutual
Home Bank
University Of Louisiana At Lafayette
*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 Jonas Lowery 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 Bcm Advisors, LLC
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
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.
