Janet M. Lowe

TAYLOR SECURITIES SERVICES

Harrisburg, PA 17110

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CRD#: 2048149

Professional summary

Janet M Lowe, who also goes by Janet Mae Latchford, Janet Mae Lowe, is a registered financial advisor currently at TAYLOR SECURITIES SERVICES, INC. located in Harrisburg, Pennsylvania.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Janet has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janet Mae Latchford | Janet Mae Lowe

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.

Taylor Retirement Services, Inc.; investment related, Harrisburg, PA, insurance commission sales; Licensed insurance agent; start date May 2022; approximately 160 hours per month are devoted to insurance education and sales through this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet M Lowe'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 26, 2022 - Present

TAYLOR SECURITIES SERVICES, INC.

Office #1: 3113 North Front Street, Harrisburg, PA 17110

RIA

CRD#: 304070

Harrisburg, PA

Past

February 14, 2018 - May 4, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

ENOLA, PA

Past

February 14, 2018 - May 4, 2022

LPL FINANCIAL LLC

CRD#: 6413

ENOLA, PA

Past

April 26, 2012 - February 14, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

MECHANICSBURG, PA

Past

April 25, 2012 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

MECHANICSBURG, PA

Past

April 19, 2011 - January 27, 2012

MORGAN STANLEY

RIA

CRD#: 149777

CAMP HILL, PA

Past

January 3, 2011 - January 3, 2011

MORGAN STANLEY

RIA

CRD#: 149777

CAMP HILL, PA

Past

June 1, 2009 - January 27, 2012

MORGAN STANLEY

CRD#: 149777

CAMP HILL, PA

Past

February 21, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CAMP HILL, PA

Past

July 16, 2002 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

TAYLOR SECURITIES SERVICES, INC.

TAYLOR SECURITIES SERVICES, INC. | TAYLOR SECURITIES, INC.

CRD#: 304070 / SEC#: 801-125793

RIA

Registered Investment Advisory firm - (6/2/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/21/2022 Terminated)

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
(5/26/2022)

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 66

Date: 11/14/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2002

General Securities Representative Examination

Current Firm

TAYLOR SECURITIES SERVICES, INC.

TAYLOR SECURITIES SERVICES, INC. | TAYLOR SECURITIES, INC.

CRD#: 304070 / SEC#: 801-125793

RIA

Registered Investment Advisory firm - (6/2/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/21/2022 Terminated)

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Contact information

Main Address

3113 North Front Street, Harrisburg, PA 17110

Mailing Address

Phone number

(717) 232-5808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAYLOR SECURITIES SERVICES, INC. WRAP FEE PROGRAM BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,025
AUM (Assets Under Management)	$ 152,883,622

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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Janet M. Lowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet M Lowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

TAYLOR SECURITIES SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2002

Current Firm

TAYLOR SECURITIES SERVICES, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAYLOR SECURITIES SERVICES, INC.

TRUST BUT VERIFY

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