Jonas Lowery
BCM Advisors · Lafayette, Louisiana
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.
Request an introduction to Jonas →
Specialties
Facts
| Firm | BCM Advisors |
|---|---|
| Based in | Lafayette, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $775.7M across 486 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 6312278 |
| Exams passed | Series 65 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bcm-advisors.com |
How Jonas's firm compares
- BCM Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 486 accounts).
Request an introduction to Jonas
Tell Jonas a little about what you're looking for. Jonas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- BCM Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.