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James Harrison Owen

Owen Larue Financial Group

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About James Harrison Owen

James Owen is a financial advisor with Owen Larue Financial Group. James has been in the industry since 2008 and holds the Series 7, Series 24, and Series 66 licenses. James is registered in Kentucky as an Investment Advisor Representative. James offers advisory services including financial planning, portfolio management, and consulting services. James is also a licensed insurance agent and holds various community and business leadership roles. James has experience working with individuals, corporations, charitable organizations, and retirement plans.

Firm Information

James Owen is currently registered with Owen Larue Financial Group. Owen Larue Financial Group is an investment advisor headquartered in ELIZABETHTOWN, KY. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and businesses. They have approximately $272,897,161 in regulatory assets under management, with 951 total accounts. The firm has 5 licensed agents and 4 investment advisor representatives.
Owen Larue Financial Group

109 W. POPLAR STREET

ELIZABETHTOWN, KY 42701

$272.90M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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James Owen’s Registration & Firm History

KY

01/06/2024 - Present

Owen Larue Financial Group (Elizabethtown KY)

KY

05/16/2014 - 09/22/2017

LPL FINANCIAL LLC (ELIZABETHTOWN KY)

KY

04/16/2010 - 05/19/2014

RAYMOND JAMES FINANCIAL SERVICES, INC. (ELIZABETHTOWN KY)

KY

02/15/2008 - 04/20/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 03/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Harrison Owen.
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