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Jeremy Justin Lowe
Compliance Officer at Fort Henry Capital LLC
Jeremy Justin Lowe active positions
Companies | Position | Start | End |
---|---|---|---|
Fort Henry Capital LLC
![]() Fort Henry Capital LLC Investment ManagersFinance Fort Henry Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wheeling, West Virginia. The firm was founded in 2013 and provides investment advisory services, financial planning and consulting services, and retirement plan consulting services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses not listed above. | Compliance Officer | - | - |
Portfolio Manager-Equities | - | - |
Career history of Jeremy Justin Lowe
Former positions of Jeremy Justin Lowe
Companies | Position | Start | End |
---|---|---|---|
McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Portfolio Manager-Equities | 2013-05-06 | 2013-12-31 |
Training of Jeremy Justin Lowe
Robert Morris University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
Fort Henry Capital LLC
![]() Fort Henry Capital LLC Investment ManagersFinance Fort Henry Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wheeling, West Virginia. The firm was founded in 2013 and provides investment advisory services, financial planning and consulting services, and retirement plan consulting services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses not listed above. | Finance |
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