Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Andrew Owens is a financial advisor with Commonwealth Financial Network. Jonathan has been in the financial industry since February 27, 1992. Jonathan is a registered representative and investment advisor in Virginia. Jonathan has also passed Series 63 and Series 65 exams and other exams relating to securities and investment advisory services. Jonathan holds licenses in many states including California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Minnesota, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, West Virginia, and Wisconsin. Jonathan's previous work experience includes Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jonathan also specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
07/07/2008 - Present
Commonwealth Financial Network (ASHBURN VA)
VA
02/28/1992 - 07/09/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ASHBURN VA)
MN
02/28/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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