JL
Jeff E. Lowe
EMERALD BLUE ADVISORS
Box Elder, SD
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CRD#: 5908899
JL
Professional summary
Jeff Edward Lowe, ChFC®, CLU® is a registered financial advisor currently at EMERALD BLUE ADVISORS located in Box Elder, South Dakota.
Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeff has worked at 2 firms .
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.
2012-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/SAN JUAN CAPISTRANO, CA/INSURANCE AGENT/SALE OF TRADITIONAL INSURANCE PRODUCTS VIA UNAFFILIATED CARRIERS/MAY INVOLVE UP TO 30% OF TIME EACH MONTH INCLUDING DURING MARKET HOURS.//
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Edward Lowe'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®
Experience
Current
February 4, 2013 - Present
EMERALD BLUE ADVISORS
RIA
CRD#: 166113
Box Elder, SD
Past
April 5, 2011 - May 25, 2012
NFI ADVISORS, INC
RIA
CRD#: 130717
ORANGE, CA
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
California(9/6/2016)
Exams
Current Firm
EB
EMERALD BLUE ADVISORS
COEUS FINANCIAL | PARIS FINANCIAL | EMERALD BLUE ADVISORS INC. | EMERALD BLUE ADVISORS
CRD#: 166113 / SEC#:
Arizona
Registered Investment Advisory firm - (5/14/2013 Approved)California
Registered Investment Advisory firm - (2/4/2013 Approved)Michigan
Registered Investment Advisory firm - (3/13/2015 Terminated)Washington
Registered Investment Advisory firm - (1/23/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653
Mailing Address
Phone number
(949) 916-0070
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 69,403,493 |
Red Flags
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