Jonathan B. Lowenberg
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.
Jonathan Bruce Lowenberg, CFP®, who also goes by Jonathan Lowenberg, Jonathan Bruce Lowenburg, was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 1996. Jonathan had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 21, 2009 - June 8, 2023
VARIPHASE FINANCIAL PARTNERS, LLC
April 27, 1998 - December 31, 2003
GROVE POINT INVESTMENTS, LLC
January 2, 1998 - December 31, 2003
GROVE POINT INVESTMENTS, LLC
September 18, 1996 - December 31, 1997
CHAPIN, DAVIS
August 2, 1996 - September 6, 1996
HOWARD WEIL INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VARIPHASE FINANCIAL PARTNERS, LLC
CRD#: 115888 / SEC#: 801-63932
Contact information
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 52,683,350 |
Red Flags
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