Unclaimed Profile

James William Owens

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky

Clean recordJOURNEY ADVISORY GROUP, LLC

50 E. RIVERCENTER BLVD, COVINGTON, KY 41011CRD# 4780124Firm CRD# 171919

Profile Verification

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

Identity

James William Owens · COVINGTON, KY

Registration

CRD #4780124 · JOURNEY ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James William Owens is a registered financial advisor based in COVINGTON, Kentucky, affiliated with JOURNEY ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

JOURNEY ADVISORY GROUP, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOURNEY ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4780124

Firm CRD# 171919

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Frequently Asked Questions

What services does James William Owens offer?

James William Owens specializes in Financial Planning, Investment Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are James William Owens's credentials?

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

Where is James William Owens located?

James William Owens is based in COVINGTON, Kentucky, working with JOURNEY ADVISORY GROUP, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does James William Owens charge for services?

James William 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 JOURNEY ADVISORY GROUP, LLC?

JOURNEY ADVISORY GROUP, LLC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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