Jeffrey Dean Owens

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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 → 10/2021
  Putnam Retail Management
  Andover, MA
• 11/2021 → 08/2024
  First Eagle Investment Management, Llc
  New York, NY
• 08/2024 → Present
  Columbia Management Investment Distributors, Inc.
  Brielle,, NJ
• 12/2024 → Present
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN

Previous Registrations

• 2015-08-04 → 2021-11-02
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-20
• S63 Uniform Securities Agent State Law Examination
  2013-11-25

Other Names

• Jeffrey D Owens