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Jonathan Owen

Wells Fargo Advisors
29 Years of Experience
Roanoke, VA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Jonathan Owen is a registered investment advisor at Wells Fargo Advisors, based in Roanoke, VA, with 29 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

5104 Bernard Drive, Roanoke, VA, 24018

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2007
Denied
Customer Dispute
March 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan owns multiple rental properties and has a 33.3% ownership in Summit Wealth Group LLC. He also has 100% ownership in Finet Owen SWG Corp, dedicating full-time hours to both Summit Wealth Group LLC and Finet Owen SWG Corp.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2023 - September 2023 · 0 mos
Wells Fargo Advisors Financial Network, LLC
September 2023 - September 2023 · 0 mos
Wells Fargo Clearing Services, LLC
October 2000 - September 2023 · 22 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - September 2023 · 22 yrs 11 mos
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Edward D. Jones & CO., L.P.Broker
July 1996 - August 1997 · 1 yr 1 mo
State Registrations28 states
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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.
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