Matthew J Owens

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 11/2011 → 12/2021
  Jp Morgan Chase Bank
  Laguna Hills, CA
• 10/2012 → 12/2021
  J.P. Morgan Securities Llc
  Laguna Hills, CA
• 08/2022 → Present
  Morgan Stanley
  Niguel, CA
• 12/2021 → 08/2022
  Unemployed
  Aliso Viejo, CA

Previous Registrations

• 2014-03-04 → 2021-12-14
  J.P. Morgan Securities Llc
  Laguna Hills, CA
  Mission Viejo, CA
  Mission Viejo, CA
  Lake Forest, CA
  Ladera Ranch, CA
  Laguna Niguel, CA
  Laguna Hills, CA
  Mission Viejo, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-03

Other Names

• Matt Owens
• Matthew James Owens
• Matt James Owens
• Matt J Owens
• Matthew J Owens
• Matthew J Owens
• Matthew Owens