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John Timothy Francis Owens

BROOKLYN FI, LLC·BROOKLYN, New York
Clean record7 years registeredBROOKLYN FI, LLC
33 NASSAU AVE, BROOKLYN, NY 11222CRD# 7041108Firm CRD# 292115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Timothy Francis Owens · BROOKLYN, NY
Registration
CRD #7041108 · BROOKLYN FI, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

BROOKLYN FI, LLC
Aug 2020 – present
VINTAGE FINANCIAL SERVICES LLC
Nov 2018 – Jul 2020
ANN ARBOR, MI
02

Registrations & Exams

Registration record
First registered · November 5, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROOKLYN FI, LLC
CRD 292115 · SEC 801-120862
AUM
$228M
Regulatory assets under management
Employees
10
1,177 client accounts
Services offered by BROOKLYN FI, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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 BROOKLYN FI, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Timothy Francis Owens offer?
John Timothy Francis Owens specializes in Financial Planning, Investment Management. Contact their office in BROOKLYN, New York for a consultation.
What are John Timothy Francis Owens's credentials?
John Timothy Francis Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Timothy Francis Owens located?
John Timothy Francis Owens is based in BROOKLYN, New York, working with BROOKLYN FI, LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does John Timothy Francis Owens charge for services?
John Timothy Francis 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 BROOKLYN FI, LLC?
BROOKLYN FI, LLC has approximately 10 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ally Ayers
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Shane Paul Mason
BROOKLYN, NY

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