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Jonathan Andrew Owens

Commonwealth Financial Network

Ashburn, VA

CRD 2200093

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-30
VA RA APPROVED 2008-07-07
  • TX RA
    APPROVED_RES
    Since 2026-03-30
  • VA RA
    APPROVED
    Since 2008-07-07

Branch Locations

44679 Endicott Drive Suite 237, Ashburn, VA 20147 • 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
Commonwealth Financial Network Waltham MA 07/2008 Present
Commonwealth Financial Network Ashburn VA 07/2008 Present
Previous Registrations
Other Businesses

1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-07
S63 Uniform Securities Agent State Law Examination 1992-02-04
  • S65 Uniform Investment Adviser Law Examination
    1992-02-07
  • S63 Uniform Securities Agent State Law Examination
    1992-02-04
Other Names
  • Jon Owens

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
LPL FINANCIAL LLC

Nearby Investors

CHRISTOPHER J THOMPSON
WILLIAM FROGALE
JOSEPH ALTSCHULER

Nearby Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA

More in Ashburn, VA

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