Daniel Evan Owens
Investment adviser representative at Juncture Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$473.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Juncture Wealth Strategies, LLCApr 2026 to now
- Elk River Wealth Management LLCMar 2020 to now
- Bok Financial Securities, Inc.Nov 2019 to Apr 2020
- BOKF, NANov 2019 to Apr 2020
- Bok Financial Private WealthJun 2019 to Apr 2020
- Cobiz WealthJan 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Juncture Wealth Strategies, LLC
$473.6MAssets managed
462Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4695142
- Firm CRD
- 298110