AdvisorOS Directory
Claim Profile
Unclaimed Profile
JO

Jayson Dee Owens

BRIGHT ROAD WEALTH MANAGEMENT, LLC·ANCHORAGE, Alaska
Series 65Clean record10 years registeredBRIGHT ROAD WEALTH MANAGEMENT, LLC
405 W. 36TH AVENUE, ANCHORAGE, AK 99503CRD# 6618470Firm CRD# 164408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jayson Dee Owens · ANCHORAGE, AK
Registration
CRD #6618470 · BRIGHT ROAD WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

BRIGHT ROAD WEALTH MANAGEMENT, LLC
Apr 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 22, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD 164408 · SEC 801-117890
AUM
$284M
Regulatory assets under management
Employees
10
1,637 client accounts
Services offered by BRIGHT ROAD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BRIGHT ROAD WEALTH MANAGEMENT, LLC →
Introduction

Speak with Jayson

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jayson is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANCHORAGE?

Browse all registered financial advisors in ANCHORAGE, Alaska or claim this profile if it's yours.

Browse ANCHORAGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jayson Dee Owens offer?
Jayson Dee Owens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Jayson Dee Owens's credentials?
Jayson Dee Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jayson Dee Owens located?
Jayson Dee Owens is based in ANCHORAGE, Alaska, working with BRIGHT ROAD WEALTH MANAGEMENT, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Jayson Dee Owens charge for services?
Jayson Dee Owens's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT ROAD WEALTH MANAGEMENT, LLC?
BRIGHT ROAD WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BRIGHT ROAD WEALTH MANAGEMENT, LLC

Brian Kent Pinkston
ANCHORAGE, AK
CFPCFA

More Advisors in ANCHORAGE, Alaska

Evan Denali Rose
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC·ANCHORAGE, AK
Catherine Mary Straub
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC·ANCHORAGE, AK
Robert Donald Sheldon
ARBOR CAPITAL MANAGEMENT INC·ANCHORAGE, AK
Diane Marie Wilke
MCKINLEY CAPITAL MANAGEMENT, LLC·ANCHORAGE, AK
Adam Clark Gibbons
LATASH INVESTMENTS, LLC·ANCHORAGE, AK
Charnell Marie Cole
SHILANSKI & ASSOCIATES, INC.·ANCHORAGE, AK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alaska
JUNEAU (2)KENAI (2)FAIRBANKS (1)
City Guides
JUNEAU GuideKENAI GuideFAIRBANKS Guide
Research
Advisor Fees in AlaskaNational Fee Analysis
Request removal of this profile