Jeremy J. Lowe

FORT HENRY CAPITAL

Wheeling, WV 26003

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CRD#: 4088772

Professional summary

Jeremy Justin Lowe, CFP® is a registered financial advisor currently at FORT HENRY CAPITAL, LLC located in Wheeling, West Virginia.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeremy has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jeremy Justin 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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 30, 2014 - Present

FORT HENRY CAPITAL, LLC

Office #1: 48 Fourteenth Street, Wheeling, WV 26003

RIA

CRD#: 168695

Wheeling, WV

Past

September 13, 2005 - February 4, 2014

MCKINLEY CARTER WEALTH SERVICES, INC.

RIA

CRD#: 135184

WHEELING, WV

Past

November 5, 2003 - September 26, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

WHEELING, WV

Past

October 28, 2003 - September 26, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

July 1, 2003 - October 30, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WHEELING, WV

Past

July 1, 2003 - October 30, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 2, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

WHEELING, WV

Past

February 3, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

FORT HENRY CAPITAL, LLC

CG TECHNOLOGIES, LLC | FORT HENRY CAPITAL, LLC

CRD#: 168695 / SEC#: 801-108626

RIA

Registered Investment Advisory firm - (11/18/2016 Approved)

Ohio

Registered Investment Advisory firm - (12/14/2016 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/14/2016 Terminated)

West Virginia

Registered Investment Advisory firm - (12/14/2016 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

West Virginia
(1/30/2014)

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: 2/23/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/2/2000

General Securities Representative Examination

Current Firm

FORT HENRY CAPITAL, LLC

CG TECHNOLOGIES, LLC | FORT HENRY CAPITAL, LLC

CRD#: 168695 / SEC#: 801-108626

RIA

Registered Investment Advisory firm - (11/18/2016 Approved)

Ohio

Registered Investment Advisory firm - (12/14/2016 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/14/2016 Terminated)

West Virginia

Registered Investment Advisory firm - (12/14/2016 Terminated)

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Contact information

Main Address

48 Fourteenth Street, Wheeling, WV 26003

Mailing Address

Phone number

(304) 232-0422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B, BROCHURE SUPPLEMENT (2/10/2025)

ADV PART 2A, FIRM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	453
AUM (Assets Under Management)	$ 240,303,428

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

Jeremy J. Lowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Justin Lowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCKINLEY CARTER WEALTH SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

FORT HENRY CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2000

Series 63

Date: 2/11/2000

Series 7

Date: 2/2/2000

Current Firm

FORT HENRY CAPITAL, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORT HENRY CAPITAL, LLC

TRUST BUT VERIFY

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