Mia
Owen

J.P. Morgan Securities LLC

CRD#5813467
Investment Advisor
in Slidell, LA

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About this Advisor

Mia Owen is a financial advisor who works out of Slidell, Louisiana, with a total of nine years of professional experience. Owen is currently employed by J.P. Morgan Securities LLC. Throughout their career, they have worked at Securian Financial Services Inc, Compass Capital Managment, Jefferson Financial Credit Union, Minnesota Life Insurance Company, Jpmorgan Securities LLC and The Water Maiden, LLC. Owen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana and Texas. J.P. Morgan Securities LLC is a financial advisory business that has its headquarters in Slidell, Louisiana. The company has offices in 5,128 locations and a total of 7,383 advisors. It oversees $130 billion in assets under management among its 602,419 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 264 charities and foundations. Of its 602,419 client accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on the type of financial services provided. Fees charged by J.P. Morgan Securities LLC may include any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

350 Gause Blvd
Slidell, LA 70458

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

LA Average: $7,464,549,021
Total Number of Employees

7,383

LA Average: 88
Total Number of Accounts

602,419

LA Average: 3,892
Average Account Size

$216,255

LA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mia Owen Work History

Mia has 10 years of experience.

2018 - Present (2 years)

The Water Maiden, LLC

2016 - Present (4 years)

Jpmorgan Securities LLC

2012 - 2012 (< 1 year)

Securian Financial Services Inc

2012 - 2012 (< 1 year)

Securian Financial Services Inc

2012 - 2012 (< 1 year)

Compass Capital Managment

2012 - 2016 (4 years)

Securian Financial Services Inc

2012 - 2016 (4 years)

Compass Capital Managment

2012 - 2016 (4 years)

Minnesota Life Insurance Company

2010 - 2012 (2 years)

Compass Capital Managment

2010 - 2010 (< 1 year)

Jefferson Financial Credit Union

Disclosures

Mia Owen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Elizabeth Hernandez
San Antonio, TX
Matthew Zacarias
Carmel, IN
Kyle Miller
Los Angeles, CA
Christopher Medaris
Denison, TX
John Bonhomme
Morristown, NJ
James Daleo
Elgin, IL
Santrea Sanders
San Antonio, TX
Joseph Adjei-Mensah
Westerville, OH

This content was compiled from the SEC and FINRA.

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