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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-30 |
Branch Locations
5500 Harrison Ave Suite A, Cincinnati, OH 45248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 03/2021 |
| Lpl Financial Llc | Cincinnati | OH | 03/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 12/2021 | 12/2024 |
| Bank Of America, N.A. | Cincinnati | OH | 02/2022 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 01/2025 | Present |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 01/2025 | Present |
(1)Name of Business: J. Owens Wealth Planning Address: 5500 Harrison Ave Ste A, Cincinnati, OH, 45248-2361, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/16/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: JM Meier LLC Address: 6996 Ruwes Oak Dr, Cincinnati , OH, 45248, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/28/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner LLC for payroll and expenses for RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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