JO
CFP
JO
CFP

John Owen

38 Years of Experience
Clayton, MO
BrokerSells Insurance

John Owen is a CFP-designated registered investment advisor, based in Clayton, MO, with 38 years of industry experience.

Location

165 North Meramec Ave., Ste. 430, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent since 2018, dedicating minimal time to this activity. He is also a member of the Rotary Club Kirkwood, managing scholarship fund accounts, and a trustee of an irrevocable life insurance trust.

Employment History
Current Registrations
Mutual Securities, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Mutual Advisors, LLC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
First Heartland Consultants, INC.
March 2002 - April 2018 · 16 yrs 1 mo
First Heartland Capital, INC.Broker
March 2002 - April 2018 · 16 yrs 1 mo
Ws Griffith Securities, INC.Broker
July 1987 - March 2002 · 14 yrs 8 mos
State Registrations8 states
CAGAILMDMONCOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.