Jason Owens, financial advisor Boise ID

Jason Owens

CRD Number: 6264412
Current Firm: Edward Jones
Jason Owens (CRD# 6264412) is an Investment Advisor Representative working at Edward Jones in Boise, ID and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jason P. Owens
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
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, MA, 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

Firm Disclaimer:

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

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Data verified by both the advisor and the public regulatory data.

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