RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jeremy Justin Lowe
- Title
- Financial Advisorreportedforthenrycapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Fort Henry Capital, LLC independent RIA currentsince Jan 30, 2014 · Wheeling, Wv
- Mckinley Carter Wealth Services, Inc. independent RIASep 13, 2005 to Feb 4, 2014 · Wheeling, Wv
- Wells Fargo Advisors wirehouseNov 5, 2003 to Sep 26, 2005 · Wheeling, Wv
- Wells Fargo Advisors wirehouseJul 1, 2003 to Oct 30, 2003 · Wheeling, Wv
- Prudential Equity Group, LLC unclassifiedMay 2, 2002 to Jul 1, 2003 · Wheeling, Wv
- Mckinley Carter Wealth Services, Inc. to Fort Henry Capital, LLCleft Feb 4, 2014, registered Jan 30, 2014 (-5 days) · Other
- Wells Fargo Advisors to Mckinley Carter Wealth Services, Inc.left Sep 26, 2005, registered Sep 13, 2005 (-13 days) · Other
- Wells Fargo Advisors to Wells Fargo Advisorsleft Oct 30, 2003, registered Nov 5, 2003 (6 days) · channel change inside one enterprise, not a move
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address