Ameriprise Financial Services
46yrs
Top advisor by experience in Boynton Beach
13yrs
Nathan Lowe
Financial advisor at J.P. Morgan Securities
Based in Boynton Beach, Florida, Nathan Lowe is a fiduciary financial advisor with 13 years of industry experience. Nathan joined J.P. Morgan Securities in 2025, after two years at Truist Advisory Services and five years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 131 advisors with offices in Boynton Beach, and one of 119 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 63% of advisors at J.P. Morgan Securities
Office12459 Hagen Ranch Rd, Boynton Beach, FL 33437
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- Mar 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2022 – 2025Truist Advisory Services, Inc.Previously
- 2017 – 2022MerrillPreviously
- 2013 – 2017Wells Fargo Clearing Services, LLCPreviously
Contact Nathan
12459 Hagen Ranch RdBoynton Beach, FL 33437Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Nathan
How do I contact Nathan?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Nathan Lowe. Nathan works from the Boynton Beach, FL office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2013, about 13 years. More experience than 63% of advisors at J.P. Morgan Securities.
What licenses does Nathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Nathan 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.
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