Jonas
Lowery
Bcm Advisors, LLC
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About this Advisor
Jonas Lowery is a financial advisor based in Lafayette, Louisiana, working with Bcm Advisors, LLC. Jonas has previously held positions at Iberia Bank, Bcm Advisors, LLC (formerly Billeaud Capital Management, LLC), Midsouth Bank, Liberty Mutual Insurance Company, and Northwestern Mutual. Jonas has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Jonas is part of Bcm Advisors, LLC, which operates out of Lafayette, Louisiana. The firm has 9 employees and manages assets totaling $578.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bcm Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bcm Advisors, LLC Brokerage Details
$578,113,956
9
527
$1,096,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonas Lowery Work History
Bcm Advisors, LLC (Formerly Billeaud Capital Management, LLC)
Midsouth Bank
Liberty Mutual Insurance Company
Iberia Bank
Northwestern Mutual
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
Lafayette, LA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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