Jonathan Lowery, MBA, CFP®, CKA®, is a seasoned financial professional with extensive experience in the sports and entertainment sectors. Currently serving as a Senior Financial Planner at Blue Trust since August 2020, Jonathan previously held the position of Financial Planner in the same division. Prior experience includes roles as an Investment Advisor Representative at H2OLS Wealth Management Solutions from October 2015 to July 2020 and as a Financial Advisor at Ameriprise Financial Services from September 2014 to October 2015. Jonathan's early career at Samford University included serving as an Admission & Financial Aid Counselor and Transfer Recruitment Coordinator, complemented by an internship in athletics and experience as a NCAA Division 1 student-athlete in football and baseball. Jonathan holds a Bachelor of Science and a Master of Business Administration from Samford University, as well as a Certificate in Financial Planning from Bryant University.
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