Unclaimed
Brent Owens is a financial advisor at Edward Jones, a company with over 20,000 financial advisors and over $824 billion in regulatory assets under management. Brent has been a registered representative since April 2022, when he earned his Series 66, Series 7, and SIE licenses. Brent works with individuals, families, and businesses to develop financial plans that help achieve their financial goals. Brent works in the Vidalia, GA office of Edward Jones.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
04/20/2022 - Present
Edward Jones (VIDALIA GA)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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