Jordan James Owens
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Apr 2025 to now
- Catholic Order of Foresters, Highland Capital Brokerage, IdnMay 2023 to now
- Owens Wealth AdvisorsJan 2023 to now
- ZoetisMay 2022 to Aug 2022
- Sack LumberDec 2021 to Dec 2021
- LutzJan 2021 to May 2021
- PepsicoJun 2020 to Aug 2021
- SoilviewSep 2019 to Dec 2019
- Crete Middle SchoolMay 2019 to Aug 2019
- University of Nebraska KearneyAug 2018 to Dec 2022
- Crete High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7705356
- Firm CRD
- 23131