Timothy Lowry has been Managing Member & Vice President of Dean, Jacobson Financial Services since January 2008, is a control person of the firm and directly owns between 25% and 50% of it. Timothy Lowry holds a Bachelor of Science in Family Financial Planning from Texas Tech University.
Dean, Jacobson Financial Services, LLC is a Fort Worth, TX firm with $519M under management, 564 clients and 7 advisers in one office, as of its March 2026 filing.
Tim Lowry is Co-Owner and Partner and Vice President/COO of Dean, Jacobson Financial Services, LLC. He began his career as a financial advisor in Nashville, Tennessee. He is responsible for the firm's investment research, heads its Investment Allocations and Portfolio Models Committee, and as an advisor works with clients on financial planning and wealth management.
Timothy Lowry’s longest registration is the current one, 18 years at Dean, Jacobson Financial Services since 2008. Before joining Dean, Jacobson Financial Services in 2008, Timothy Lowry was registered through LPL Financial LLC.
- LPL Financial LLCAlso current– present · 2 yearsFort Worth, TX · Adviser representative · Firm CRD 6413
- – present · 18 yearsFort Worth, TX · Adviser representative · Firm CRD 115879
- LPL Financial LLC– · 8 yearsFort Worth, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Dean, Jacobson Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Timothy Lowry is registered as an investment adviser representative in 2 states. The first approvals date from March 2008; the most recent is Louisiana, in September 2013.
- LouisianaSince 3 September 2013
- TexasSince 5 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 13 June 2022 |
| Series 24 | General Securities Principal Examination | 2 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 August 2000 |
| Series 7 | General Securities Representative Examination | 7 March 2000 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Clark Lowry
- CRD
- 3275381
- Firm
- Dean, Jacobson Financial Services · CRD 115879
- Role
- Managing Member & Vice President
- Office
- 3112 W. 4TH ST., Fort Worth, TX 76107
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- deanjacobson.com
Where does Timothy Lowry work?
Timothy Lowry has been Managing Member & Vice President of Dean, Jacobson Financial Services, LLC since January 2008, and is a control person of the firm.
Is Timothy Lowry a financial advisor?
Yes. Timothy Lowry has a current investment-adviser registration in Louisiana and Texas, through Dean, Jacobson Financial Services since March 2008.
How many years of experience does Timothy Lowry have?
Timothy Lowry has 26 years in the financial industry, since October 2000, across 2 adviser firms.
What exams has Timothy Lowry passed?
Timothy Lowry has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 51. The earliest, the Series 7, was passed in March 2000. FINRA credited Timothy Lowry with the SIE, which began in October 2018.
Where is Timothy Lowry based?
Timothy Lowry’s registered office is in Fort Worth, TX.
Is Timothy Lowry registered with FINRA?
Yes. Timothy Lowry has a current broker registration, under CRD 3275381.
Source: FINRA BrokerCheck
Is Timothy Lowry a CFP?
Dean, Jacobson Financial Services lists Timothy Lowry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy Lowry’s record?
Search CRD 3275381 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Lowry’s full registration record.
