James Owens, financial advisor Covington KY

James Owens

CRD Number: 4780124
Current Firm: Journey Advisory Group, LLC
Compensation Model: Fee Only

James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2015 - Current 8
Lang Advisors Covington, KY Aug 2015 - Current 8
Bb&t Investment Services Florence, KY Jun 2015 - Aug 2015 < 1
Cetera Investment Advisers LLC Crestview Hills, KY Jan 2014 - Jun 2015 1
Cetera Investment Services LLC St. Cloud, MN Oct 2009 - Jun 2015 5
The Bank Of Kentucky Edgewood, KY Apr 2007 - Jun 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
Contact Info for James W. Owens
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    1,527
    ACCOUNTS
  • Average Account Value
    $548,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, KY, NH, OH, TX, WA

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

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