Jeffrey Lowery
Investment Advisor Representative, Vice President, Lifetime Wealth Management
Jeff holds the Series 7 and Series 66 Licenses and is currently registered with FINRA in his home state of WV, and four other states where he currently has clients: VA, FL, PA, and AZ.
He completed his undergraduate work at Clemson University with a B.S. in Mathematical Science and later obtained his M.S in Adult Education from Troy State University. After a 35-year career in the United States Air Force (USAF), 20 years of which were on active duty, Jeff decided to turn his personal investment hobby into a second career aimed at helping others develop and achieve their investment goals.
Immediately following his retirement from the USAF, Jeff established a Limited Liability Company to deliver bookkeeping services for individuals as well as profit and non-profit companies. He was also a tax preparer for Lucas, Moreland, and Masterbrook, Inc. in Tysons Corner, VA.
Jeff brings a lot of personal investment experience and discipline to his investment practice. As a fiduciary, he is primarily concerned with his client's investment success. He is a long-term investor who seeks both capital appreciation and income for his clients and will work diligently to achieve them both.