Adviser and broker representative · UBS Financial Services Inc.
Jeff Lowrie
CRD 6232201 · Indianapolis, IN
At a glance
Jeff Lowrie is an investment adviser representative with UBS Financial Services Inc. in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeff’s SEC record dates to 2017, about 9 years ago. Jeff is also registered as a broker representative.
Current advisory firm
- UBS Financial Services Inc.Since December 2025Indianapolis, IN · $916B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeff’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.