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Jonathan Lowery's email & phone

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Sr. Financial Planner - Sports & Entertainment at Blue Trust|Atlanta Metropolitan Area, United States

Position:

Sr. Financial Planner - Sports & Entertainment at Blue Trust

Location:

Atlanta Metropolitan Area, United States

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Last updated: 2025-09-23
Updated: 2025-09-23

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Work Experience 21 years

Sr. Financial Planner - Sports & Entertainment at Blue Trust

Jan 2024 - Current

Financial Planner - Sports & Entertainment at Blue Trust

Aug 2020 - Jan 2024

Investment Advisor Representative at H2OLS Wealth Management Solutions, LLC

Oct 2015 - Jul 2020

Financial Advisor at Ameriprise Financial Services, LLC

Sep 2014 - Oct 2015

Admission & Financial Aid Counselor | Transfer Recruitment Coordinator at Samford University

Aug 2010 - Aug 2014

Athletics Intern at Samford University Department of Athletics

Jan 2010 - May 2010

NCAA D1 Student-Athlete (Football & Baseball) at Samford University

Aug 2005 - May 2010

Jonathan Lowery started working in 2005, then the employee has changed 4 companies and 6 jobs. On average, Jonathan Lowery works for one company for 2 years 11 months.

Education

Bachelor of Science (B.S.) at Samford University

Master of Business Administration (M.B.A.) at Samford University

Certificate in Financial Planning at Bryant University

Frequently Asked Questions

What is Jonathan Lowery's minimum period of employment in the companies?

Jonathan Lowery's minimum period of employment in various companies is 4 months.

What is Jonathan Lowery's average duration of employment for different companies?

On average, Jonathan Lowery works for one company for 3 years 1 month

What industries has Jonathan Lowery worked in?

Jonathan Lowery works in the Financial Services. Previously, Jonathan Lowery worked in the Higher Education.

What positions has Jonathan Lowery held before?

Previously, Jonathan Lowery worked as a Financial Planner - Sports & Entertainment, and Investment Advisor Representative, and Financial Advisor, and Admission & Financial Aid Counselor | Transfer Recruitment Coordinator, and Athletics Intern.

How do I contact Jonathan Lowery?

Jonathan Lowery's phone number is +1-909-***-**76. Sign up to get contact details.

Who is the Chairman & CEO of the Blue Trust?

The Chairman & CEO of the Blue Trust is Nick Stonestreet

Other employees at Blue Trust

Name
Company
Position
Blue TrustS
Sr. Private Wealth Advisor
Blue TrustM
Finacial planner associate
Blue TrustB
Certified Financial Planner
Blue TrustA
Sports & Entertainment / Family Office - Financial Planning Associate
Blue TrustC
Senior Client Service Associate
Blue TrustR
Client Service Associate
Blue TrustZ
Managing Director / Senior Partner
Blue TrustT
Financial Planning Intern

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