Jennifer Jane Owen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Jacksonville, FL
• 11/2017 → 09/2020
  Securities Service Network
  Knoxville, TN
• 11/2017 → 09/2020
  Ssn Advisory, Inc
  Knoxville, TN
• 09/2020 → Present
  Securities America, Inc.
  Roanoke, VA
• 09/2020 → Present
  Securities America Advisors, Inc.
  Roanoke, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Roanoke, VA
• 2017-11-13 → 2020-09-18
  Ssn Advisory, Inc.
  Roanoke, VA
• 2005-07-07 → 2017-11-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  New York, NY

Other Businesses

1. N/A POSITION: Agent NATURE: na-personal in nature INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2025 ADDRESS: 3757 Chesterton St SW, Roanoke VA 24018, United States DESCRIPTION: I have been asked to be appointed as an agent under a POA for my mom, Sally Owen. 2. N/A POSITION: Agent NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2025 ADDRESS: 3757 Chesterton St SW, Roanoke VA 24018, United States DESCRIPTION: I have been asked to be appointed as an agent under a POA for my dad, Richard Owen.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-05

Other Names

• Jennifer J Owen