Jayce Lowe has been Partner of Lighthouse Financial Services since July 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm. Jayce Lowe holds a Bachelor's degree in Personal Financial Planning from Texas Tech University.
Lighthouse Financial Services Inc is a Brea, CA firm with $473M under management, 461 clients and 5 advisers across 5 offices, as of its January 2026 filing.
Jayce Lowe is Wealth Manager and Owner of Lighthouse Financial Services, based in Brea, CA. He joined the firm in 2017. Before joining he was a Financial Advisor for NEXT Financial Group, LLC, and a Financial Advisor and Trading Manager at Lowell Wealth Management.
Jayce Lowe’s longest registration is the current one, 8 years at Lighthouse Financial Services since 2017. Before joining Lighthouse Financial Services in 2017, Jayce Lowe was registered through Next Financial Group, Inc. and Lowell Wealth Management.
- – present · 8 yearsBrea, CA · Adviser representative · Firm CRD 110367
- Next Financial Group, Inc.– · 2 yearsLubbock, TX · Adviser representative · Firm CRD 46214
- Lowell Wealth Management– · under a yearLubbock, TX · Adviser representative · Firm CRD 24913
Professional designations
Listed by Lighthouse Financial Services
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Jayce Lowe is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from December 2017; the most recent is Nebraska, in March 2021.
- CaliforniaSince 12 December 2017
- NebraskaSince 16 March 2021
- TexasResidentSince 5 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 May 2014 |
| Series 7 | General Securities Representative Examination | 1 July 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jayce Alan Lowe
- CRD
- 6036668
- Firm
- Lighthouse Financial Services · CRD 110367
- Role
- Partner
- Office
- 3070 SATURN STREET, SUITE 101, Brea, CA 92821
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lighthouselink.com
Where does Jayce Lowe work?
Jayce Lowe has been Partner of Lighthouse Financial Services Inc since July 2025.
Is Jayce Lowe a financial advisor?
Yes. Jayce Lowe has a current investment-adviser registration in California, Nebraska and Texas, through Lighthouse Financial Services since December 2017.
How many years of experience does Jayce Lowe have?
Jayce Lowe has 13 years in the financial industry, since August 2013, across 3 adviser firms.
What exams has Jayce Lowe passed?
Jayce Lowe has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2013. FINRA credited Jayce Lowe with the SIE, which began in October 2018.
Where did Jayce Lowe work before Lighthouse Financial Services?
Before Lighthouse Financial Services, Jayce Lowe was registered through Next Financial Group, Inc., November 2014 to November 2017; Lowell Wealth Management, May 2014 to November 2014.
Where is Jayce Lowe based?
Jayce Lowe’s registered office is in Brea, CA.
Is Jayce Lowe registered with FINRA?
No. Jayce Lowe has no current broker registration.
How can I verify Jayce Lowe’s record?
Search CRD 6036668 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jayce Lowe’s full registration record.
