Jeffrey OwensCRD Number: 869642
Current Firm: Signator Investors, Inc.
Jeffrey Owens (CRD# 869642) is an Investment Advisor Representative working at Signator Investors, Inc. in Clackamas, OR and has over 31 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Signator Investors, Inc.||Boston, MA||Aug 1979 - Current||37|
|John Hancock Mutual Life Ins Company||Portland, OR||Jan 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV