James Owens

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-03-22

NJ RA
APPROVED

Since 2024-03-22

Branch Locations

1202 Laurel Oak Rd Ste 206, Voorhees, NJ 08043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Voorhees	NJ	06/2021	03/2024
College Hunks Hauling Junk & Moving	Hatfield	PA	06/2021	09/2021
Kohls Corporation	Naples	FL	11/2020	01/2021
Cvs Health	Doylestown	PA	08/2017	08/2019
Education	Doylestown	PA	01/2012	05/2023
Lpl Financial	Voorhees	NJ	03/2024	Present

06/2021 → 03/2024

Lincoln Financial Advisors Corporation

Voorhees, NJ
06/2021 → 09/2021

College Hunks Hauling Junk & Moving

Hatfield, PA
11/2020 → 01/2021

Kohls Corporation

Naples, FL
08/2017 → 08/2019

Cvs Health

Doylestown, PA
01/2012 → 05/2023

Education

Doylestown, PA
03/2024 → Present

Lpl Financial

Voorhees, NJ

Previous Registrations

2024-02-14 → 2024-03-25

Osaic Fa, Inc.

Voorhees, NJ

Other Businesses

1) 03/2024 - Fortune Finance Planning / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-18

S66 Uniform Combined State Law Examination

2023-11-18

Other Names

James Ryan Owens

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews