Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Patrick Owens is a financial advisor with over 19 years of experience in the financial services industry. Currently registered with Osaic Wealth, Inc., Jerome has held previous positions with TRIAD ADVISORS LLC, FIRST ALLIED SECURITIES, INC., INVEST FINANCIAL CORPORATION, SUNTRUST INVESTMENT SERVICES, INC., and EDWARD JONES. Jerome holds Series 7, Series 63, and Series 66 licenses and the SIE exam. Jerome's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Jerome is also active in the community and is president of the Golden Isles Shag Club.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
08/23/2024 - Present
Osaic Wealth, Inc. (Brunswick GA)
GA
03/10/2016 - 08/23/2024
TRIAD ADVISORS LLC (Brunswick GA)
GA
09/05/2014 - 03/16/2016
FIRST ALLIED SECURITIES, INC. (BRUNSWICK GA)
GA
05/16/2012 - 01/23/2014
INVEST FINANCIAL CORPORATION (BRUNSWICK GA)
GA
04/26/2011 - 04/20/2012
SUNTRUST INVESTMENT SERVICES, INC. (BRUNSWICK GA)
GA
03/23/2009 - 03/24/2011
VALIC FINANCIAL ADVISORS, INC. (MACON GA)
GA
04/06/2004 - 07/29/2008
EDWARD JONES (ST SIMONS ISLAND GA)
BOTH
Issued 09/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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