Owen Smith, financial advisor Coshocton OH

Owen Smith

CRD Number: 5232053
Current Firm: J.p. Morgan Securities LLC

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.

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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 Investment Company Elkins, WV Apr 2017 - Jul 2020 3
The Huntington National Bank, N.a. 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
Contact Info for Owen M. Smith
Phone Number: 800-999-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
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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