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Jake Harris Owen

Bjo Wealth Management LLC.

Arlington Hts., IL

Arlington Heights, IL

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Current Employers
Bjo Wealth Management Llc.

Arlington Hts., IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-24
  • IL RA
    APPROVED
    Since 2025-02-24

Branch Locations

Arlington Hts., IL • United States

3400 W. Stonegate Blvd, Suite 101, Arlington Heights, IL 60005 • 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
OrganizationCityStateFromTo
Walgreens Deerfield IL 06/2019 Present
Penn State University State College PA 08/2015 06/2019
  • 06/2019 → Present
    Walgreens
    Deerfield, IL
  • 08/2015 → 06/2019
    Penn State University
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22

View on SEC IAPD

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