Ronald Owen

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

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

• 02/2022 → 03/2026
  Merrill Edge
  San Diego, CA
• 08/2020 → 12/2020
  Northwestern Mutual
  San Diego, CA
• 09/2017 → 03/2019
  Ufc Gym
  Honolulu, HI
• 12/2010 → 11/2017
  U.s. Navy
  Honolulu, HI
• 03/2026 → Present
  J.P. Morgan Securities Llc
  Chino, CA
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Chino, CA
• 04/2019 → 07/2020
  Unemployed
  San Diego, CA
• 01/2021 → 01/2022
  Unemployed
  Los Angeles, CA

Previous Registrations

• 2023-05-18 → 2026-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Santa Fe, CA
  San Diego, CA
  San Diego, CA
  New York, NY
  San Diego, CA
  San Diego, CA
  Solana Beach, CA
  San Diego, CA
  San Diego, CA
  Encinitas, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-17

Other Names

• Ronald Owen
• Ronald Yuet-Fung Owen
• Ronald Y Owen