James Lawrence Owsley
Investment adviser representative at Schaefer Financial Management, Inc.
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
37 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schaefer Financial Management, Inc.Feb 2025 to now
- The Anschutz CorporationOct 2021 to Jan 2025
- Deloitte Tax LLPJun 2017 to Sep 2021
- StudentMay 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Schaefer Financial Management, Inc.
$1.1BAssets managed
446Clients
8Advisers
37 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
- 6367787
- Firm CRD
- 110110