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Arthur Brant Owens

Edward Jones

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About Arthur Brant Owens

Arthur Brant Owens is a financial advisor with Edward Jones. Arthur has been in the industry since February 20, 1995. He has a wide range of experience in the industry. Arthur is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses for Series 4, 6, 7, 24, 52TO, 53, 63 and 65. Arthur is also a Certified Financial Planner (CFP). Arthur works out of the Edward Jones office located in Florence, Kentucky.

Firm Information

Arthur Owens is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Arthur Owens’s Registration & Firm History

KY

10/19/2022 - Present

Edward Jones (FLORENCE KY)

OH

07/05/2022 - 08/09/2022

CUSO FINANCIAL SERVICES, L.P. (CINCINNATI OH)

AL

01/03/2022 - 07/14/2022

INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)

OH

10/18/2006 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CINCINNATI OH)

OH

03/19/2004 - 06/19/2006

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

OH

11/05/1997 - 11/07/2003

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

MN

08/01/1996 - 04/21/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/01/1996 - 04/21/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

RI

10/04/1993 - 06/17/1996

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 12/27/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1999

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/01/1998

Series 4 - Registered Options Principal Examination

BC

Issued 04/24/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1995

Series 7 - General Securities Representative Examination

BC

Issued 10/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Arthur Brant Owens. Review regulatory record here.
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