Unclaimed Profile

James William Owens

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky

SIE, Series 6, Series 7, Series 63CFPClean record14 years registeredJOURNEY 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 · 14 years registered

Brand Profile

Not yet started

Career History

JOURNEY ADVISORY GROUP, LLC

Jan 2020 – present

CHANNEL ISLANDS GROUP

Aug 2015 – Feb 2020

COVINGTON, KY

BB&T INVESTMENT SERVICES, INC.

Jun 2015 – Aug 2015

FLORENCE, KY

CETERA INVESTMENT ADVISERS LLC

Jan 2014 – Jun 2015

FLORENCE, KY

CETERA INVESTMENT SERVICES LLC

Feb 2012 – Jan 2014

FLORENCE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · February 29, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOURNEY ADVISORY GROUP, LLC

CRD 171919 · SEC 801-79934

AUM

$1.0B

Regulatory assets under management

Employees

1,692 client accounts

Services offered by JOURNEY ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 JOURNEY ADVISORY GROUP, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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