Jammie Lowe
Wealth Management for Peace of Mind, Financial Security & Personal Well-Being | Community Centered Ӏ Volunteer
- Role
- Director of Investments, Chief Compliance Officer, Cash Balance Plan Specialist at Baker Wealth Strategies
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Jammie Lowe
I am an experienced investment professional with a strong background in the investment industry. My expertise includes securities regulation, FINRA oversight, investment portfolio construction, financial analysis, and professional training. Areas of expertise include investment management, retirement planning, and business tax strategies.As a key team member at Baker Wealth Strategies, I am honored to contribute my expertise and energy toward positive outcomes in retirement income strategies, long-term care solutions, Social Security timing, portfolio risk management, and succession planning. The goal is confidence today and clarity for the future.
Experience
Director of Investments, Chief Compliance Officer, Cash Balance Plan Specialist
May 2021 — Present · Albuquerque, NM, US
In my current position as Director of Investments and Chief Compliance Officer at Baker Wealth Strategies, I lead the design and implementation of investment and planning strategies that ensure each dollar is deployed efficiently in support of long-term wealth objectives. My role combines investment oversight, strategic planning, and compliance leadership to help clients and the firm operate with clarity, discipline, and confidence.As a Cash Balance Plan Specialist, I lead our team in custom designs, implementation, and administration of large Pension Retirement benefits for businesses. My responsibilities include the following:Structuring wealth strategies to reduce tax exposure and improve after-tax outcomes.Designing retirement income and distribution plans to maximize retirement income. Implementing asset-based solutions for long-term care that preserve flexibility and allow unused benefits to transfer to heirs or charitable organizations.Advising on education funding strategies, including the identification of savings targets and the selection of investment vehicles to increase the growth of college funds. Assisting clients in making advantageous choices that maximize lifetime social security benefits. Overseeing regulatory compliance while advising on operational efficiency and business growth initiatives.
Education
Central Christian College of the Bible
Bachelor of Science - BS, Cross Cultural Communications, Theology, Philosophy
2006 — 2010
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