Lowell M. Jackson
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.
Lowell Maze Jackson, who also goes by Lowell M Jackson, Lowell Maze Jackson, was a registered financial professional .
Lowell is a previously registered financial professional and started their career in finance in 1981. Lowell had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 2, 2010 - June 10, 2019
INVESCO ADVISERS, INC.
June 1, 2010 - June 10, 2019
INVESCO DISTRIBUTORS, INC.
April 23, 2004 - June 3, 2010
VAN KAMPEN ADVISORS INC
January 12, 1995 - June 1, 2010
INVESCO CAPITAL MARKETS, INC.
November 19, 1991 - January 12, 1995
AMERICAN CAPITAL MARKETING, INC.
February 28, 1991 - December 4, 1991
FSC SECURITIES CORPORATION
June 4, 1990 - January 24, 1991
NTS SECURITIES, INC.
May 5, 1989 - June 28, 1989
COLTON FINANCIAL, INC.
September 10, 1987 - November 18, 1988
JOHNSTOWN CAPITAL SECURITIES CORPORATION
February 22, 1982 - March 24, 1987
LANDSING CAPITAL CORPORATION
March 23, 1981 - January 19, 1982
B & D EQUITIES INC.
Primary Firm SEC Registration
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
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
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
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.
