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Brian Joseph Owen

Bjo Wealth Management LLC.

Arlington Hts., IL

CRD 1953836

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Employer firm

Bjo Wealth Management LLC. CRD 168824

$27.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Bjo Wealth Management Llc.

Arlington Hts., IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-10-07
  • IL RA
    APPROVED
    Since 2013-10-07

Branch Locations

Arlington Hts., IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bjo Wealth Management Arlington Hts IL 08/2013 Present
  • 08/2013 → Present
    Bjo Wealth Management
    Arlington Hts, IL
Previous Registrations
  • 2003-02-14 → 2013-08-02
    Charles Schwab & Co., Inc.
    Northbrook, IL
    Northbrook, IL
    Northbrook, IL
  • 2000-02-16 → 2002-12-05
    Morgan Stanley Dw Inc.
    Rolling Meadows, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-30
S63 Uniform Securities Agent State Law Examination 1998-09-18
  • S65 Uniform Investment Adviser Law Examination
    1998-10-30
  • S63 Uniform Securities Agent State Law Examination
    1998-09-18

View on SEC IAPD

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