Jonathan C Owen

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

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

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-23
VA	RA	APPROVED	2019-05-10

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Roanoke	VA	09/2018	Present
Virginia Polytechnic Institute And State University	Blacksburg	VA	08/2014	05/2018
Evolutionhr	Roanoke	VA	05/2017	08/2017
City Of Salem Parks And Recreation Department	Salem	VA	08/2014	05/2017
None	Salem	VA	05/2018	09/2018

09/2018 → Present

Wells Fargo Clearing Services, Llc

Roanoke, VA
08/2014 → 05/2018

Virginia Polytechnic Institute And State University

Blacksburg, VA
05/2017 → 08/2017

Evolutionhr

Roanoke, VA
08/2014 → 05/2017

City Of Salem Parks And Recreation Department

Salem, VA
05/2018 → 09/2018

None

Salem, VA

RENTAL PROPERTY; INV RELATED; SALEM, VA; 100% OWNERSHIP; START DATE 10/15/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-10

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