Jayce Lowe
Lighthouse Financial Services, Inc. · Brea, California
Jayce Lowe is a fee-only financial advisor at Lighthouse Financial Services, Inc. in Brea, California, who holds the CFP credential. Jayce charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Lighthouse Financial Services, Inc. |
|---|---|
| Based in | Brea, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $472.5M across 461 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NE, TX · CRD 6036668 |
| Exams passed | Series 66 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | lighthouselink.com |
| Profile |
How Jayce's firm compares
- Lighthouse Financial Services, Inc.'s average account is about $1.0 million, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Jayce
Is Jayce Lowe a fee-only financial advisor?
Yes. Jayce Lowe is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jayce's firm.
How does Jayce charge for financial advice?
Jayce charges a percentage of assets.
Where is Jayce Lowe based?
Jayce Lowe is based in Brea, California.
What does Jayce specialize in?
Jayce's specialties include retirement planning and tax planning.
What credentials does Jayce Lowe hold?
Jayce Lowe holds the CFP credential.
Is Jayce Lowe registered with the SEC?
Yes. Jayce Lowe is registered as an investment adviser representative in CA, NE and TX (CRD 6036668), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lighthouse Financial Services, Inc. manage?
Lighthouse Financial Services, Inc. reports $472.5M across 461 accounts in assets under management.
How do I contact Jayce Lowe?
Through Jayce's website, lighthouselink.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lighthouse Financial Services, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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