Owen Smith (CRD# 5232053) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coshocton, OH and has over 10 years of experience in the finance industry.
CRD# 5279491
Primerica Advisors
CRD# 1111252
Primerica Advisors
CRD# 2954129
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Coshocton, OH | Sep 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Westerville, OH | Oct 2020 - Current | 3 |
| Jpmorgan Chase Bank, N.a. | Westerville, OH | Oct 2020 - Aug 2023 | 2 |
| The Huntington Investment Company | Pickerington, OH | Jul 2020 - Oct 2020 | < 1 |
| The Huntington National Bank Na | Pickerington, OH | Jul 2020 - Oct 2020 | < 1 |
| The Huntington National Bank, N.a. | Elkins, WV | Apr 2017 - Jul 2020 | 3 |
| The Huntington Investment Company | Elkins, WV | Apr 2017 - Jul 2020 | 3 |
| Unemployed | Monroe, VA | Dec 2016 - Apr 2017 | < 1 |
| The Midstate Group | Lynchburg, VA | Jul 2015 - Nov 2016 | 1 |
| State Farm | Monroe, VA | Jan 2014 - Jul 2015 | 1 |
| Owen Smith Insurance Agency | Madison Heights, VA | Sep 2014 - Jun 2015 | < 1 |
| State Farm Vp Management Corp | Madison Heights, VA | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- OH
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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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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