James
Lowe
The Ascent Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Lowe is a financial advisor based out of Virginia Beach, Virginia, with a total of 2 years of relevant experience. Lowe is an employee of The Ascent Group, LLC. Over the course of their career, Lowe has held roles at Ameritas Investment Corp, The Ascent Group, Nowlin And Associates, Ameritas Life Insurance and Ameritas Advisory Services, LLC. Lowe maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Alabama. The Ascent Group, LLC is an advisory company that has its headquarters in Virginia Beach, VA. The company has offices in nine locations and a total of 30 employees. It administers $3 billion in total assets across its 5,077 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 5,077 accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets. The Ascent Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by The Ascent Group, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Lowe Work History
James has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
The Ascent Group
Ameritas Investment Corp
Nowlin And Associates
Ameritas Life Insurance
*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 James Lowe 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 The Ascent Group, LLC
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
