Unclaimed Profile

Jeremy Justin Lowe

FORT HENRY CAPITAL, LLC·WHEELING, West Virginia

Series 7, Series 63, Series 65Clean record24 years registeredFORT HENRY CAPITAL, LLC

48 FOURTEENTH STREET, WHEELING, WV 26003CRD# 4088772Firm CRD# 168695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Justin Lowe · WHEELING, WV

Registration

CRD #4088772 · FORT HENRY CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FORT HENRY CAPITAL, LLC

Jan 2014 – present

MCKINLEY CARTER WEALTH SERVICES, INC.

Sep 2005 – Feb 2014

WHEELING, WV

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Nov 2003 – Sep 2005

WHEELING, WV

WACHOVIA SECURITIES, LLC

Jul 2003 – Oct 2003

WHEELING, WV

PRUDENTIAL SECURITIES INCORPORATED

May 2002 – Jul 2003

WHEELING, WV

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORT HENRY CAPITAL, LLC

CRD 168695 · SEC 801-108626

AUM

$222M

Regulatory assets under management

Employees

437 client accounts

Services offered by FORT HENRY CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORT HENRY CAPITAL, LLC →

Introduction

Speak with Jeremy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WHEELING?

Browse all registered financial advisors in WHEELING, West Virginia or claim this profile if it's yours.

Browse WHEELING Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeremy Justin Lowe offer?

Jeremy Justin Lowe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.

What are Jeremy Justin Lowe's credentials?

Jeremy Justin Lowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Justin Lowe located?

Jeremy Justin Lowe is based in WHEELING, West Virginia, working with FORT HENRY CAPITAL, LLC. Their office serves clients in the WHEELING metropolitan area and surrounding communities.

How does Jeremy Justin Lowe charge for services?

Jeremy Justin Lowe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORT HENRY CAPITAL, LLC?

FORT HENRY CAPITAL, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →