Jill
Lowther

Corecap Advisors

CRD#5571876
Investment Advisor
in Southfield, MI

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About this Advisor

Jill Lowther is a financial advisor based in Southfield, Michigan, working with Corecap Advisors. Jill has previously held positions at Primerica Financial Services and Corecap Investments. Jill has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Jill is part of Corecap Advisors, which operates out of Southfield, Michigan. The firm has 40 offices and 118 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Corecap Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27777 Franklin Road Suite 700
Southfield, MI 48034

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Corecap Advisors Brokerage Details

Total Assets Under Management

$2,467,486,750

MI Average: $943,424,332
Total Number of Employees

118

MI Average: 21
Total Number of Accounts

8,713

MI Average: 1,586
Average Account Size

$283,196

MI Average: $594,845

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

Jill Lowther Work History

2020 - Present (4 years)

Corecap Investments

2008 - 2018 (10 years)

Primerica Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jill Lowther 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 Corecap Advisors

Paulmichael Youngmills
Southfield, MI
Michael Mazzeo
Englishtown, NJ
Tyler Schall
Southfield, MI
Andrew Wood
Southfield, MI
Donald Ross
Medina, OH
Oliver Lee
Southfield, MI
Lauren Cooper
Centerburg, OH
Caleb Wood-Daggett
San Clemente, CA

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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