John J. Lowry

ADVISOR SHARE WEALTH MANAGEMENT

Langhorne, PA 19047

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CRD#: 1070228

Professional summary

John James Lowry is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Langhorne, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John James Lowry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 30, 2024 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Office #1: 118 S. Bellvue Ave, Langhorne, PA 19047

RIA

CRD#: 307997

Langhorne, PA

Past

July 12, 2011 - July 27, 2023

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

LANGHORNE, PA

Past

January 12, 2010 - June 27, 2011

NEWTOWN WEALTH MANAGEMENT INC.

RIA

CRD#: 145744

NEWTOWN, PA

Past

January 27, 2009 - July 22, 2009

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

LANGHORNE, PA

Past

January 9, 2009 - December 31, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

LANGHORNE, PA

Past

May 29, 2008 - December 31, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

LANGHORNE, PA

Past

May 23, 2003 - August 31, 2005

STUART SECURITIES CORP.

CRD#: 47076

NORCROSS, GA

Past

December 14, 1982 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

December 14, 1982 - February 1, 2002

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/13/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John J. Lowry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John James Lowry's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDHAWK WEALTH ADVISORS, INC.

NEWTOWN WEALTH MANAGEMENT INC.

ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

STUART SECURITIES CORP.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2008

Series 63

Date: 2/12/1986

Series 6

Date: 12/13/1982

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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