Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Owen is a registered representative with Global Retirement Partners LLC. Jennifer Owen has been in the industry since 2008 and holds Series 6, 7, and 63 licenses, as well as the SIE exam. She is also a Certified Financial Planner. Jennifer Owen is registered in the state of California and has a background with LPL Financial LLC and MetLife Investors Distribution Company. Jennifer Owen specializes in helping individuals, families, and businesses with retirement planning and investment management.
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.
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CA
01/01/2025 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
06/01/2017 - 05/01/2019
LPL FINANCIAL LLC (IRVINE CA)
CA
08/21/2006 - 12/21/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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