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Chief Investment Officer · BCM Advisors, LLC

Jonas C. Lowery

CRD 6312278 · Named on Form ADV at one SEC-registered adviser

At a glance

BCM Advisors, LLC, an SEC-registered wealth manager based in Lafayette, LA with $776 million in regulatory assets, lists Jonas C. Lowery on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • BCM Advisors, LLCChief Investment OfficerWealth manager · Lafayette, LA · $776M in regulatory assets

AtlasMembers

Jonas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Jonas on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.