Brian Owen (CRD# 1588765) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Visalia, CA and has over 31 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 1270410
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Visalia, CA | Feb 2019 - Current | 5 |
| Jp Morgan Chase Bank, N.a. | Visalia, CA | Feb 2019 - Current | 5 |
| Unemployed | San Diego, CA | Nov 2017 - Jan 2019 | 1 |
| Charles Schwab Bank | San Diego, CA | Feb 2005 - Oct 2017 | 12 |
| Charles Schwab & Company, Inc. | San Diego, CA | Oct 1989 - Oct 2017 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CA
- NY
- OH
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.