Jack L Lowrey

Board Chair

Since 2019, Jack L Lowrey has been working in United Way of Escambia County located 241, 241. This professional is a well-qualified Board Chair with over 57 years of work experience. According to Jack's CV and work profile, Jack has worked at more than ten companies with diverse backgrounds and got various skills. Jack attended school at the Auburn University to 1981. This person has professional certification as Donald Regan School of Financial Planning (Thru Merrill Lynch) and Donald Regan School of Financial Planning (Thru Merrill Lynch) and Jack has studied English. Jack can be found in Pensacola, Florida – where the professional currently lives. You can search for the person's email address and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Jackie Lowrey, Jacky Lowrey, Bud Lowrey
Last updated May 23, 2024

Contact Information

Last Update
Jul 6, 2022
Email
au**@cox.net, ja**@raymondjames.com, ls**@hotmail.com
Location
Pensacola, FL

Workplace

United Way of Escambia County
Board Chair

Pensacola, FL

Industry

Nonprofit Organization Management, Business Services

Work History

Board Chair

1301 west Government St, Pensacola, FL 32502
from Jul 2019

Financial Advisor

40 north Palafox St, Pensacola, FL 32502
Gulf Coast Investment Services, a division of Gulf Coast Community Bank, offers a full range of investment products and services, including mutual funds, stocks, bonds, retirement planning, ...
Oct 1, 2009 — Nov 13, 2016

Senior Vice President and Financial Advisor

3500 Packerland Dr, De Pere, WI 54115
Retirement Planning and Tax efficient Strategies
from Oct 24, 2016

Senior Vice President

1927 1St Ave north, Birmingham, AL 35203
I currently managed Retirement assets and Wealth Management for over $50 million dollars and 500 clients.
Oct 1, 2009 — Oct 1, 2016

Senior Vice President - Investments

880 Carillon Pkwy, St Petersburg, FL 33716
Manage over $50 million dollars for 200 + clients
Oct 2009 — Oct 2013

Vice President of Investments

Aka Citizens and People's Bank , First Gulf Bank, Alabama National Bank Holding Company and BD NBC Securities
Jun 2002 — Oct 2009

Vice President Investments

100 north Tryon St, Charlotte, NC 28202
Jan 1989 — Jan 2007

Vice President Investment Advisor

Ubs
Jan 1, 1999 — Jun 1, 2002

Vice President Investments

Jan 1996 — Jan 1999

Equity Trader

New York, NY
Dec 1981 — Aug 1989

Occupations

Executive
Chairman of the Board
Organization Management
Non-Profit
Financial Broker
Financial Consultant
Sales Specialist
Agent
Sales Agent
Professor
School Principal
Chairperson
Chief Executive
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Sales Representative
School Administrator
Educational Manager

Skills

Investments
Wealth Management
Series 7
Securities
Investment Advisory
Fixed Annuities
Retirement
Asset Allocation
Mutual Funds
Equities
Series 63
Retirement Planning
Portfolio Management
Banking
Strategic Financial Planning
Loans
Asset Management
Iras
Credit
Estate Planning
Mortgage Lending
Financial Advisory
Financial Analysis
401K
Commercial Lending
Risk Management
Bonds
Insurance
Small Business
Life Insurance
Small Business Lending
Financial Services
Alternative Investments
Valuation
Loan Origination
Due Diligence
Wealth Management Services
Consumer Lending
Separately Managed Accounts
Brokerage
Private Equity
Finance
Finra
Trading
Series 65
Management
Customer Service
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