Jonathan
Owenby
Wealthcare Advisory Partners LLC
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About this Advisor
Jonathan Owenby is a financial advisor based in Alpharetta, Georgia, working with Wealthcare Advisory Partners LLC. Jonathan has previously held positions at Wealthcare Advisory Partners LLC Dba Owensby Jones Wealth Mgmt and Lpl Financial LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Jonathan is part of Wealthcare Advisory Partners LLC, which operates out of Alpharetta, Georgia. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
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
Jonathan Owenby Work History
Wealthcare Advisory Partners LLC Dba Owensby Jones Wealth Mgmt
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Jonathan Owenby 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 Wealthcare Advisory Partners LLC
West Chester, PA
Harleysville, PA
West Chester, PA
Neptune, NJ
West Chester, PA
Alpharetta, GA
West Chester, PA
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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