UBS Financial Services
46yrs
Top advisor by experience in Brea
12yrs
Based in Brea, California, Jayce Lowe is a fiduciary financial advisor with 12 years of industry experience. Jayce joined Lighthouse Financial Services in 2021, after three years at Next Financial Group and less than a year at Lowell & Company. Lighthouse Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 279 advisors with offices in Brea, and one of 261 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3070 Saturn Street Suite 101, Brea, CA 92821
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.01 million
Advisors at the firm4
States licensed ?2 states
Services through Lighthouse Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLighthouse Financial Services Inc.Current firm
- 2014 – 2017Next Financial Group, Inc.Previously
- May 2014 – Nov 2014Lowell & Company, Inc.Previously
Contact Jayce
(714) 572-8900Lighthouse Financial Services main office 3070 Saturn Street Suite 101Brea, CA 92821Office · Get directions YouTube channelLighthouse Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jayce
Tailored to Jayce’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jayce
How do I contact Jayce?
Call Lighthouse Financial Services at (714) 572-8900 and ask for Jayce Lowe. Jayce works from the Brea, CA office.
How long has Jayce been a financial advisor?
Jayce has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Jayce hold?
Series 66. Tap any license on this page to see what it allows.
Is Jayce a fiduciary?
Jayce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jayce paid?
Lighthouse Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jayce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
45yrs
Top 1% by experience in Brea
UBS Financial Services
45yrs
Top 1% by experience in Brea
Morgan Stanley
45yrs
Top 1% by experience in Brea
LPL Financial
42yrs
Top 2% by experience in Brea
Merrill
42yrs
Top 2% by experience in Brea