• Rockville 301.770.5234
  • Vienna 703.790.5999

Our Team

5M2A8886

Jonathan Lowe

jlowe@xmlfg.com

Jonathan Lowe has been in the financial services industry since 1999. Jon started his career at Moors & Cabot Inc., before joining Wheat First Securities, which later became Wachovia Securities. Working at Wachovia for five years, Mr. Lowe partnered with a team that specialized in working with international organizations such as the World Bank, the International Monetary Fund (IMF), and the Organization of American States (OAS). In 2005, he left Wachovia and joined Ryan Beck, which later became Stifel Nicolaus. In August of 2009, Mr. Lowe joined XML Financial Group.

Education & Philanthropy

Jon attended East Carolina University, concentrating his studies in business and finance. He sits on the Community Leadership Board for the American Diabetes Association Washington, DC. He is the founding member and Chairman of the Board for the TJ-JL Foundation Inc., a local 501c3 supporting the American Diabetes Association, the Juvenile Diabetes Research Foundation (JDRF), and the Diabetes Research and Wellness Foundation (DRWF). Jon is on the board for The C.L.A.Y. Foundation (advocates for swim instruction, CPR training, AED availability, and a year round warm water swim facility). He is a member of the Montgomery County Chamber of Commerce (MCCC) and volunteers regularly for such groups as the Joslin Diabetes Center and Catholic Business Network of Montgomery County. Jon is a parishioner at Holy Redeemer in Kensington and is an active member of the Knights of Columbus, Rock Creek Council. He is a native Washingtonian and resides in Kensington, MD with his family.

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The wealth management team at XML Financial Group is here to help you with all aspects of financial planning.

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With an understanding that every client’s needs are unique, XML Financial Group strives to provide the most customized and consultative investment management service possible.

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Jonathan Lowe has been in the financial services industry since 1999. Jon started his career at Moors & Cabot Inc., before joining Wheat First Securities, which later became Wachovia Securities. Working at Wachovia for five years, Mr. Lowe partnered with a team that specialized in working with international organizations such as the World Bank, the International Monetary Fund (IMF), and the Organization of American States (OAS). In 2005, he left Wachovia and joined Ryan Beck, which later became Stifel Nicolaus. In August of 2009, Mr. Lowe joined XML Financial Group.

Education & Philanthropy

Jon attended East Carolina University, concentrating his studies in business and finance. He sits on the Community Leadership Board for the American Diabetes Association Washington, DC. He is the founding member and Chairman of the Board for the TJ-JL Foundation Inc., a local 501c3 supporting the American Diabetes Association, the Juvenile Diabetes Research Foundation (JDRF), and the Diabetes Research and Wellness Foundation (DRWF). Jon is on the board for The C.L.A.Y. Foundation (advocates for swim instruction, CPR training, AED availability, and a year round warm water swim facility). He is a member of the Montgomery County Chamber of Commerce (MCCC) and volunteers regularly for such groups as the Joslin Diabetes Center and Catholic Business Network of Montgomery County. Jon is a parishioner at Holy Redeemer in Kensington and is an active member of the Knights of Columbus, Rock Creek Council. He is a native Washingtonian and resides in Kensington, MD with his family.