Jennifer Owen, financial advisor San Rafael CA

Jennifer Owen

CRD Number: 5173721
Current Firm: Global Retirement Partners LLC

Jennifer Owen (CRD# 5173721) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry. Jennifer Owen 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Grp Securities, LLC San Rafael, CA Dec 2020 - Current 3
Lpl Financial, LLC Irvine, CA Jun 2017 - Current 6
Global Retirement Partners, LLC Irvine, CA Jun 2017 - Current 6
Bny Mellon Newport Beach, CA Jan 2017 - May 2017 < 1
Homemaker San Juan Capistrano, CA Dec 2015 - Dec 2016 1
Metlife Investors Irvine, CA Jun 2006 - Dec 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
Contact Info for Jennifer M. Owen
Phone Number: 415-526-2753
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
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
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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