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Trent J. Lowe
WMG FINANCIAL ADVISORS
KNOXVILLE, TN 37932
CRD#: 8223943
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Trent Jackson LoweWMG FINANCIAL ADVISORS
Professional summary
Trent Jackson Lowe is a registered financial advisor currently at WMG FINANCIAL ADVISORS, LLC located in Knoxville, Tennessee.
Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Trent has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Trent Jackson 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®
NoneExperience
Current
March 19, 2026 - Present
WMG FINANCIAL ADVISORS, LLC
Office #1: 620 Mabry Hood Road Suite 101, Knoxville, TN 37932RIA
CRD#: 285824
KNOXVILLE, TN
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".
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)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
Tennessee(3/19/2026)
Current Firm
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)Loading...
Contact information
Main Address
620 Mabry Hood Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 290-4000
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,940 |
| AUM (Assets Under Management) | $ 614,890,081 |
Red Flags
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Company Information
WMG FINANCIAL ADVISORS, LLC
CRD#: 285824Knoxville, TN 37932TRUST BUT VERIFY
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