Bobby Lowe
Lead a JPMorgan PB team serving UHNW families/introduce new families and manage small group of existing relationships
- Role
- Executive Director at J.P. Morgan
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Bobby Lowe
Expert generalist with over 25 years of experience in financial services. I bring peace…
Experience
Executive Director
Jan 2013 — Present · Fort Worth, TX, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM).INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Skills
- Series 65
- Retirement Income Strategies
- Wealth Management
- Private Banking
- Investments
- Series 7
- Asset Management
- Series 10
- Asset Managment
- Investment Advisory
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Series 55
- Series 24
- Series 63
- Retirement Planning
- Financial Planning
- Series 9
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