# Jonas Lowery

> Jonas Lowery is a fee-only financial advisor at BCM Advisors in Lafayette, Louisiana, who holds the CFP credential. Jonas focuses on estate & legacy planning, tax planning and retirement planning. BCM Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jonas-lowery/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BCM Advisors
- **Based in:** Lafayette, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $775.7M across 486 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 6312278 (https://adviserinfo.sec.gov/individual/summary/6312278)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.bcm-advisors.com

## Frequently asked questions

### Is Jonas Lowery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonas holds no broker registration, and BCM Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonas charge for financial advice?

Jonas's firm, BCM Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jonas Lowery based?

Jonas Lowery is based in Lafayette, Louisiana.

### What does Jonas specialize in?

Jonas's specialties include estate & legacy planning, tax planning and retirement planning.

### What credentials does Jonas Lowery hold?

Jonas Lowery holds the CFP credential.

### Is Jonas Lowery registered with the SEC?

Yes. Jonas Lowery is registered as an investment adviser representative in LA and TX (CRD 6312278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BCM Advisors manage?

BCM Advisors reports $775.7M across 486 accounts in assets under management.

### How do I contact Jonas Lowery?

Through Jonas's website, www.bcm-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6312278): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bcm-advisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.