Unclaimed Profile

Bradley Heath Owens

LJI WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Series 6, Series 7, Series 63, Series 6623 years registeredLJI WEALTH MANAGEMENT, LLC

6569 CARROLLTON AVENUE, INDIANAPOLIS, IN 46220CRD# 2514692Firm CRD# 145399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Heath Owens · INDIANAPOLIS, IN

Registration

CRD #2514692 · LJI WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LJI WEALTH MANAGEMENT, LLC

Mar 2012 – present

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jan 2012 – Feb 2012

INDIANAPOLIS, IN

CHARLES SCHWAB & CO., INC.

Oct 2009 – Dec 2011

INDIANAPOLIS, IN

LJI WEALTH MANAGEMENT, LLC

Nov 2008 – Sep 2009

INDIANAPOLIS, IN

OBS FINANCIAL SERVICES, INC.

Jul 2007 – Jan 2009

INDIANAPOLIS, IN

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Dec 2005

CHICAGO, IL

BANC ONE SECURITIES CORPORATION

Mar 2003 – Jul 2005

INDIANAPOLIS, IN

CUSO FINANCIAL SERVICES, L.P.

Nov 2002 – Feb 2003

FISHERS, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 6, 2002

Years registered · 23

Disclosure History

2001Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LJI WEALTH MANAGEMENT, LLC

CRD 145399 · SEC 801-77820

AUM

$853M

Regulatory assets under management

Employees

3,356 client accounts

Services offered by LJI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LJI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Heath Owens offer?

Bradley Heath Owens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Bradley Heath Owens's credentials?

Bradley Heath Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Heath Owens located?

Bradley Heath Owens is based in INDIANAPOLIS, Indiana, working with LJI WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Bradley Heath Owens charge for services?

Bradley Heath Owens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJI WEALTH MANAGEMENT, LLC?

LJI WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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