Adam Nathaniel Owen

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2007 → Present
  Raymond James Financial Services
  Urbana, IL
• 10/2007 → 11/2018
  Busey Trust Company
  Champaign, IL
• 01/2010 → Present
  Raymond James Financial Services Advisors, Inc
  Urbana, IL
• 11/2018 → Present
  Busey Bank
  Urbana, IL
• 10/2018 → Present
  Busey Investment Services
  Urbana, IL

Other Businesses

(1)Name of Business: Busey Investment Services Address: 201 W Main St, Urbana, IL, 61801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I no longer have clients under my FA #. (2)Name of Business: Grace Bible Church Address: 3902 N Willow Rd, Urbana, IL, 61802, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member, Deacon Investment Related: Yes Start Date: 09/24/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Research and carry out projects under the direction of the Committee and church Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-28
• S63 Uniform Securities Agent State Law Examination
  2001-06-25