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JL

Jammie L. Lowe

BWS INVESTMENT MANAGEMENT
Houston, TX 77065
Some features on this profile are disabled
CRD#: 6703861
JL

Professional summary

Jammie Lee Lowe, who also goes by Jammie Lowe, is a registered financial advisor currently at BWS INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

Jammie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jammie has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jammie Lowe

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.
2021-Present: Baker Wealth Strategies, LLC/Insurance Related/Houston TX & Albuquerque, NM/Investment Director/Involves up to 50% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jammie Lee 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®
None

Experience

Current

February 4, 2025 - Present

BWS INVESTMENT MANAGEMENT, LLC

Office #1: 13100 Wortham Center Dr Third Floor, Houston, TX 77065
RIA
CRD#: 316686
Houston, TX
Past

November 4, 2021 - December 31, 2024

BWS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 316686
HOUSTON, TX
Past

September 28, 2020 - December 7, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Cedar Rapids, IA
Past

September 28, 2020 - December 7, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Cedar Rapids, IA
Past

January 9, 2020 - March 20, 2020

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
Cedar Rapids, IA
Past

December 4, 2018 - March 20, 2020

BFC PLANNING, INC.

RIA
CRD#: 119682
CEDAR RAPIDS, IA
Past

December 4, 2018 - March 20, 2020

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
CEDAR RAPIDS, IA
Past

December 4, 2018 - March 20, 2020

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
Cedar Rapids, IA
Past

January 20, 2017 - November 27, 2018

EDWARD JONES

RIA
CRD#: 250
CEDAR RAPIDS, IA
Past

November 1, 2016 - November 27, 2018

EDWARD JONES

BD
CRD#: 250
CEDAR RAPIDS, IA

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
Texas
(2/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/5/2019
General Securities Principal Examination

Current Firm

BI
BWS INVESTMENT MANAGEMENT, LLC
BWS INVESTMENT MANAGEMENT, LLC | BWS INVESTMENTS

CRD#: 316686 / SEC#:

Texas
Registered Investment Advisory firm - (2/4/2025 Approved)
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Contact information

Main Address
13100 Wortham Center Dr Third Floor, Houston, TX 77065
Mailing Address
Phone number
(832) 534-3516
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BWS INVESTMENT MANAGEMENT, LLC

CRD#: 316686Houston, TX 77065

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