Jennifer
Owen

Securities America Advisors, Inc

CRD#4932232
Investment Advisor
in Roanoke, VA

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About this Advisor

Jennifer Owen is a financial advisor who works in Roanoke, Virginia with 3 years of relevant experience. Owen is an advisor for Securities America Advisors, Inc. Throughout their career, they have worked at Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc : 7691. Owen holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Tennessee. Securities America Advisors, Inc is a financial advisory firm headquartered in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 people on staff. It controls $38 billion in total assets across its 200,228 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 200,228 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the type of services. However, fees billed by Securities America Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3757 Chesterton Street, Sw
Roanoke, VA 24018

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

VA Average: $1,978,216,465
Total Number of Employees

3,748

VA Average: 226
Total Number of Accounts

200,228

VA Average: 7,467
Average Account Size

$190,602

VA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Owen Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Securities America Advisors, Inc

2017 - 2020 (3 years)

Securities Service Network

2017 - 2020 (3 years)

Ssn Advisory, Inc

2005 - 2017 (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Owen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

John Weekly
Omaha, NE
Luca Procel
Issaquah, WA
Brandon Warman
Kimberly, WI
Derek Bohne
Midvale, UT
Seth Wilson
Fresno, CA
Matthew Stange
Urbandale, IA
Steven Juul
Spokane, WA
Christopher Conti
Johnston, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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