John Timothy francis Owens
Investment adviser representative at Brooklyn Fi, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$563.1MFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Brooklyn Fi, LLCAug 2020 to now
- Mason Tax, LLC,Aug 2020 to now
- Vintage Financial Services, LLCJul 2016 to Jul 2020
- Wmgh/wlsh RadioFeb 2008 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (DE, NY, PA).
Brooklyn Fi, LLC
$563.1MAssets managed
373Clients
15Advisers
5 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
- 7041108
- Firm CRD
- 292115