Jonathan Owen
Jonathan Owen is a registered investment advisor at Wells Fargo Advisors, based in Roanoke, VA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5104 Bernard Drive, Roanoke, VA, 24018
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2007Customer Dispute
March 2003Other 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
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations26 states
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