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JL

John J. Lowrey

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CRD#: 1758648
JL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Joseph Lowrey was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1988. John had worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 6 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 25, 2012 - December 31, 2021

HALF POINT MANAGEMENT LLC

RIA
CRD#: 164138
TALBOTT, TN
Past

March 6, 2008 - June 7, 2012

BROKERSXPRESS LLC

RIA
CRD#: 127081
KNOXVILLE, TN
Past

March 5, 2008 - June 7, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
KNOXVILLE, TN
Past

January 8, 2004 - March 5, 2008

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
KNOXVILLE, TN
Past

May 1, 2002 - March 5, 2008

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
KNOXVILLE, TN
Past

December 4, 1996 - May 21, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 22, 1992 - December 17, 1996

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

January 20, 1992 - December 17, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 12, 1988 - January 1, 1992

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 12, 1988 - January 1, 1992

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/18/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 12/11/1996
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/2/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


HP
HALF POINT MANAGEMENT LLC
HALF POINT MANAGEMENT LLC

CRD#: 164138 / SEC#:

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Contact information


Main Address
Talbott, TN
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


HALF POINT MANAGEMENT LLC

CRD#: 164138

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