Michael
Owen

Janney Montgomery Scott LLC

CRD#1146778
Investment Advisor
in Winston Salem, NC

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About this Advisor

Michael Owen is a financial advisor operating in Winston Salem, North Carolina who has 1 year of industry experience. Owen is an advisor for Janney Montgomery Scott LLC. The advisor has gained experience at Scott & Stringfellow, Inc, Bb&T Securities, LLC, Suntrust Investment Services, Inc, Truist Investment Services, Inc, Truist Advisory Services, Inc, Janney Montgomery Scott LLC and Suntrust Bank. Owen holds a Series 63 license, designating them as a securities representative, and is able to serve investors in Georgia, North Carolina, South Carolina, Texas and Virginia. Janney Montgomery Scott LLC is a financial advisory company headquartered in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 advisors. It administers $73 billion in assets under management among its 216,397 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets. Janney Montgomery Scott LLC performs a broad range 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 usually vary depending on which service is provided. However, fees billed by Janney Montgomery Scott LLC can consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

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, Fixed Fees, Commissions, Others

Office Location

4505 Country Club Road Suite 200
Winston Salem, NC 27104

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

NC Average: $15,833,994,310
Total Number of Employees

2,242

NC Average: 41
Total Number of Accounts

216,397

NC Average: 3,342
Average Account Size

$337,346

NC Average: $4,737,880

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

Michael Owen Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Janney Montgomery Scott LLC

2021 - 2022 (1 year)

Truist Investment Services, Inc

2021 - 2022 (1 year)

Truist Advisory Services, Inc

2019 - 2021 (2 years)

Suntrust Investment Services, Inc

2019 - 2021 (2 years)

Suntrust Bank

2013 - 2021 (8 years)

Bb&T Securities, LLC

1999 - 2021 (22 years)

Scott & Stringfellow, Inc

*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 Michael 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 Janney Montgomery Scott LLC

Thomas Mcdonald
Albany, NY
Doran Young
Pittsburgh, PA
Michael Rossley
West Hartford, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Asa Cort
New Haven, CT
Jeffrey Schultz
Atlanta, GA
Aaron Byrd-Leitner
Philadelphia, PA

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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