Christopher Owen
Christopher Owen is a registered investment advisor at LPL Financial LLC, based in San Francisco, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
48 Gold St # 3, 3rd Floor, San Francisco, CA, 94133
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher sells group and individual life, health, and disability insurance through Jackson Square Financial, taking about half of his time. He also owns/brokers insurance agencies JSF Benefits Inc. and JSF Insurance Services, and is an individual 1099 employee selling Paystar payroll processing services, dedicating about a quarter of his time and about 10-20% of his time, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 states
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