Morgan Stanley
47yrs
Top advisor by experience in New York
9yrs
James Patrick Lowe
Financial advisor at Oppenheimer &
James Patrick Lowe is a fiduciary financial advisor in New York, New York, with 9 years in the industry. James joined Oppenheimer & in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office666 3rd Avenue, New York, NY 10017
FirmOppenheimer &
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer &
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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowOppenheimer & Co. Inc.Current firm
Questions to ask James
Tailored to James’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 James
How do I contact James?
Call Oppenheimer & at 212-668-8000 and ask for James Patrick Lowe. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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