John P. Lowrey

SILVER ANCHOR FINANCIAL

Las Vegas, NV

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CRD#: 2919731

Professional summary

John Patrick Lowrey, who also goes by Jl Lowrey, is a registered financial advisor currently at SILVER ANCHOR FINANCIAL, LLC located in Las Vegas, Nevada.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jl Lowrey

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 Patrick Lowrey's 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

April 25, 2024 - Present

SILVER ANCHOR FINANCIAL, LLC

RIA

CRD#: 330147

Las Vegas, NV

Past

March 28, 2014 - January 9, 2025

TIDAL INVESTMENTS LLC

RIA

CRD#: 164201

LINCOLN, RI

Past

September 27, 2006 - April 30, 2014

A BETTER 401(K) PLAN, INC.

RIA

CRD#: 141517

LINCOLN, RI

Past

September 8, 2000 - July 27, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

September 11, 1998 - September 8, 2000

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

August 28, 1997 - April 27, 1998

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

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

Florida
(5/15/2025)

IAR

Massachusetts
(5/24/2024)

IAR

Nevada
(4/25/2024)

IAR

New York
(6/3/2024)

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: 9/15/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SILVER ANCHOR FINANCIAL, LLC

SILVER ANCHOR FINANCIAL | SILVER ANCHOR FINANCIAL, LLC

CRD#: 330147 / SEC#:

Florida

Registered Investment Advisory firm - (5/15/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (5/24/2024 Approved)

Nevada

Registered Investment Advisory firm - (4/24/2024 Approved)

New York

Registered Investment Advisory firm - (6/3/2024 Approved)

Rhode Island

Registered Investment Advisory firm - (5/28/2024 Approved)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(401) 651-5007

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 74,364,000

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 P. Lowrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Lowrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER ANCHOR FINANCIAL, LLC

TIDAL INVESTMENTS LLC

A BETTER 401(K) PLAN, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

ADP BROKER-DEALER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2006

Series 63

Date: 8/29/1997

Series 7

Date: 9/21/2000

Series 6

Date: 8/27/1997

Current Firm

SILVER ANCHOR FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SILVER ANCHOR FINANCIAL, LLC

TRUST BUT VERIFY

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