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Jayson Owens, CFP®, financial advisor Anchorage AK

Jayson Owens, CFP®

CRD Number: 6618470
Current Firm: Bright Road Wealth Management, LLC
Compensation Model: Fee Only

Jayson Owens (CRD# 6618470) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and Tacoma, WA and has 5 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Wilderness Medicine Institute Lander, WY Nov 2008 - Current 15
Edgeworks Climbing Tacoma, WA Aug 2010 - Aug 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Jayson Owens, CFP®
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503
Phone Number: (907) 339-1555
Firm Website: https://instagram.com/brightroadwealthmanagement?utm_medium=copy_link
Registered State(s):
  • WA
Current Firm Details
Bright Road Wealth Management, LLC
Firm's CRD Number: 164408
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    1,637
    ACCOUNTS
  • Average Account Value
    $173,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, DC, TX, WA

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