Justin Owen, financial advisor San Angelo TX

Justin Owen

CRD Number: 6395635
Current Firm: Owen Financial Planning, LLC

Justin Owen (CRD# 6395635) is an Investment Advisor Representative working at Owen Financial Planning, LLC in San Angelo, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Owen Financial Planning, LLC San Angelo, TX Aug 2017 - Current 5
Jim Bass Ford San Angelo, TX Aug 2015 - Aug 2017 2
Miller Premier Investment Planning, LLC Midlothian, TX Sep 2014 - Aug 2015 < 1
Jim Bass Ford San Angelo, TX Jan 2009 - Sep 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Justin M. Owen
Phone Number: 325-223-2800
Registered State(s):
  • TX
Current Firm Details
Owen Financial Planning, LLC
Firm's CRD Number: 291749
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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