Brian Owens, financial advisor Woodstock GA

Brian Owens

CRD Number: 5784355
Current Firm: J.p. Morgan Securities LLC
Brian Owens (CRD# 5784355) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodstock, GA and has over 7 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Jp Morgan Securities LLC Marietta, GA Jul 2016 - Current 7
Jp Morgan Chase Bank, N.a. Marietta, GA Jul 2016 - Current 7
Jp Morgan Securities LLC Marietta, GA Jun 2014 - Jun 2016 2
Jp Morgan Securities LLC Marietta, GA Dec 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Brian E. Owens
Phone Number: 800-999-2000
Registered State(s):
  • AZ
  • GA
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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