Jonathan Alan Owenby

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 02/2015 → Present
  Wealthcare Advisory Partners Llc Dba Owensby Jones Wealth Mgmt
  Alpharetta, GA

Previous Registrations

• 1998-09-22 → 2013-09-19
  Truist Investment Services, Inc.
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Fort Lauderdale, FL
  Marietta, GA
  Marietta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Atlanta, GA
  Marietta, GA
  Marietta, GA

Other Businesses

1.09/16/2013; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Owenby Jones Wealth Management; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.10/03/2013; Highland Captial Brokerage; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.03/03/2015; (Hybrid) Owenby Jones Wealth Management LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/17/2015; 200hrs/mth; 6hrs during trading; 4.08/11/2015; JOWM LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 08/15/2015; 4hrs/mth; 0hrs during trading 5.08/14/2015; (Hybrid) WealthCare Advisory Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/17/2015; 200hrs/mth; 6hrs during trading; 6.06/24/2022; Financial Independence Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/01/2022; 10hrs/mth; 1hrs during trading 7.04/27/2023; 3 Dawg Brue Crue LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/25/2019; 0hrs/mth; 0hrs during trading 8.02/18/2025; Vibe Insurance Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/10/2025; 5hrs/mth; 1hrs during trading 9.09/23/2025; Advisors Network LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/17/2025; 5hrs/mth; 1hrs during trading 10.07/24/2026; 2365OMP LLC; Real Estate Rental; Investment Related; Alpharetta,GA; Start Date 08/01/2026; 1hrs/mth; 1hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-01
• S63 Uniform Securities Agent State Law Examination
  2000-04-17