Jonathan
Owens
Royal Alliance Associates, Inc
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About this Advisor
Jonathan Owens is a certified financial planner operating out of Clackamas, Oregon with 5 years of relevant experience. Owens currently works for Royal Alliance Associates, Inc. Throughout their career, Owens has worked at Signator Investors, Inc and Royal Alliance Associates, Inc. Owens maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Oregon, Pennsylvania, Texas, Washington and Wisconsin. Royal Alliance Associates, Inc is a business that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 employees. It oversees $30 billion in total assets among its 149,233 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 191 charities and foundations. Of its 149,233 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a broad set 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. Financial advisory fees typically depend on the type of financial services provided. Fees billed by Royal Alliance Associates, Inc likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
Jonathan Owens Work History
Jonathan has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Signator Investors, 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 Jonathan Owens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
