Brian Owen (CRD# 1588765) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Visalia, CA and has over 31 years of experience in the finance industry.
CRD# 2413471
Lpl Financial LLC
CRD# 2660356
Lpl Financial LLC
CRD# 4696012
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Visalia, CA | Feb 2019 - Current | 5 |
| Jp Morgan Chase Bank, N.a. | Visalia, CA | Feb 2019 - Current | 5 |
| Unemployed | San Diego, CA | Nov 2017 - Jan 2019 | 1 |
| Charles Schwab Bank | San Diego, CA | Feb 2005 - Oct 2017 | 12 |
| Charles Schwab & Company, Inc. | San Diego, CA | Oct 1989 - Oct 2017 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CA
- NY
- OH
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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