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.
CRD# 1815294
Raymond James Financial Services Advisors, Inc.
CRD# 6237094
Spc
CRD# 2454397
Raymond James Financial Services Advisors, Inc.
| 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 |
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- TX
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Total Assets Under Management4MILLIONS
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Total Number of Accounts102ACCOUNTS
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Average Account Value$42,989
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
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