Jennifer OwenCRD Number: 5173721
Current Firm: Global Retirement Partners LLC
Jennifer Owen (CRD# 5173721) is an Investment Advisor Representative working at Global Retirement Partners LLC in Irvine, CA and has over 15 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Grp Securities, LLC||San Rafael, CA||Dec 2020 - Current||1|
|Lpl Financial, LLC||Irvine, CA||Jun 2017 - Current||4|
|Global Retirement Partners, LLC||Irvine, CA||Jun 2017 - Current||4|
|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|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts12,806ACCOUNTS
Average Account Value$5,956,118
- 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)
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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