Jeffrey Owens is a registered investment advisor at Houston Wealth Advisers, LLC., based in Houston, TX, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 153 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Houston Wealth Advisers does not directly manage client investments. Instead, they recommend third-party money managers. The fees for investment management are paid to the third-party money manager, and the terms are defined in the agreement between you and the money manager.
Location
13231 Champion Forest, Suite 200, Houston, TX, 77069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the Director of Operations at Senior Partners, a private wealth management firm, dedicating nearly full-time hours to general oversight, compliance, and personnel management. He is also a Managing Member of Houston Wealth Advisors, LLC, a registered investment advisor, spending about half his time on wealth management and advisory services.
Employment History
Current Registrations
Houston Wealth Advisers, LLC.
Previous Registrations
Ele Advisory Services, INC
Ele Advisory Services, LLC
State Registrations1 state
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.