Jennifer Owens
Jennifer Owens is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Greeley, CO, with 24 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
1901 56th Avenue, Suite 300, Greeley, CO, 80634-9937
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Jennifer is the Secretary/Treasurer of Hilclymner, Inc DBA Fastsigns, spending minimal time on duties such as taking minutes and reviewing financials. She is also a partner in Taku Investments LLC, a commercial real estate venture, and reviews tax returns.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations31 states
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
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