Jonathan Lowery is an associate advisor for the Sports & Entertainment Division of Blue Trust.
As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Jonathan provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. He oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Jonathan supports investment management through reviews, rebalancing, and reporting. Committed to excellence, he fosters strong client relationships and actively contributes to the team’s growth.
Jonathan earned his BS and master’s degree in business administration degrees from Samford University. While attending Samford, he was a multi-sport collegiate athlete, competing in both football and baseball. Jonathan was a four-year football starter and earned the honor of team captain his senior year.
Jonathan resides in Alpharetta, Georgia. He enjoys volunteering and being an active member of his local church.
