Jason Lowther

CONCORDE INVESTMENT SERVICES

Ann Arbor, MI 48108

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CRD#: 2606268

Professional summary

Jason Lowther, who also goes by Jason Lowther Smith, Jason Smith, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1995. Jason has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Lowther Smith | Jason Smith

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) - BD

Click below to view Jason Lowther'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

September 15, 2021 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

CRD#: 151604

Ann Arbor, MI

Past

October 16, 2014 - September 14, 2021

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Pasadena, CA

Past

October 29, 2012 - October 29, 2014

ACCELERATED CAPITAL GROUP

CRD#: 41270

IRVINE, CA

Past

February 1, 2008 - June 6, 2011

LPL FINANCIAL LLC

CRD#: 6413

WOODLAND HILLS, CA

Past

January 1, 2004 - February 4, 2008

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

CALABASAS, CA

Past

September 20, 2000 - December 18, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 9, 1998 - September 26, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

February 12, 1997 - October 27, 1998

E*OFFERING

CRD#: 36717

SAN FRANCISCO, CA

Past

November 28, 1995 - February 20, 1997

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

August 9, 1995 - November 1, 1995

INVESTORS ASSOCIATES, INC.

CRD#: 958

HACKENSACK, NJ

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/15/2021)

California
(9/15/2021)

Nevada
(9/15/2021)

North Carolina
(3/10/2025)

Pennsylvania
(9/15/2021)

Texas
(2/10/2022)

Exams

State Security Law Exam

Series 63

Date: 6/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604 / SEC#: , 8-68388

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Mailing Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Phone number

(248) 428-8008

Established

Michigan since 07/10/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CONCORDE HOLDINGS INC.	OWNER / MANAGING MEMBER
ARNOLD, AMY PERRYMAN	CHIEF DUE DILIGENCE OFFICER	3037672
DELONGCHAMP, DANIELLE LEIGH	PRESIDENT AND CHIEF EXECUTIVE OFFICER	4901901
GAKENHEIMER, JOHN HERBERT	REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL	810171
HOFER, KATHLEEN ANN	FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	1087639
LOBERG, NICHOLAS	DIRECTOR OF BROKERAGE OPERATIONS	6778518
MCMURRY, KEITH	CHIEF OPERATIONS OFFICER	5647966
STACEY, JENNIFER LEIGH	CHIEF COMPLIANCE OFFICER	2536581
WOOLSON, NICOLE RENEE	DIRECTOR OF COMPLIANCE	3143232

Disclosures

Regulatory Event

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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Advisor Monitoring

Firm Stability Insights

Jason Lowther

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Lowther's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTERN INTERNATIONAL SECURITIES, INC.

ACCELERATED CAPITAL GROUP

LPL FINANCIAL LLC

VSR FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

E*OFFERING

H.J. MEYERS & CO., INC.

INVESTORS ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/23/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/8/1995

FINRA

Current Firm

CONCORDE INVESTMENT SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CONCORDE INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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