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Noah Brian Ozgo

Sowell Management

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About Noah Brian Ozgo

Noah Ozgo is a financial advisor with over 9 years of experience. Noah has worked with a number of well-known firms including J.P. Morgan Securities LLC, Neuberger Berman, MassMutual, and MML Investors Services, LLC. Noah is a Chartered Financial Analyst and holds Series 66, Series 7, and SIE licenses. Currently, Noah works with Sowell Management, a Registered Investment Advisor firm, which is based in North Little Rock, Arkansas. Noah provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Noah Ozgo is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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.

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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Noah Ozgo’s Registration & Firm History

AR

04/15/2024 - Present

Sowell Management (NORTH LITTLE ROCK AR)

MA

06/08/2023 - 04/01/2024

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

TX

02/28/2018 - 05/16/2023

NEUBERGER BERMAN BD LLC (DALLAS TX)

TX

10/02/2015 - 03/08/2018

J.P. MORGAN SECURITIES LLC (PLANO TX)

TX

05/15/2014 - 07/07/2015

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 10/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Noah Brian Ozgo.
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