Jonathan Chandler Owen

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Roanoke, VA
• 11/2016 → 09/2023
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
• 09/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Roanoke, VA

Previous Registrations

• 2023-09-21 → 2023-09-21
  Wells Fargo Advisors Financial Network, Llc
  Roanoke, VA
• 2000-10-19 → 2023-09-21
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
  Salem, VA
  Roanoke, VA
  Roanoke, VA
  Roanoke, VA

Other Businesses

RENTAL PROPERTIES (3), INV RELATED, SALEM, VA, 100% OWNERSHIP, START 1/1/1995 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, MONETA, VA, 100% OWNERSHIP, START 6/1/2016, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INVT RELATED, SALEM, VA, 100% OWNERSHIP, START DATE 8/5/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, SALEM, VA, 100% OWNERSHIP, START DATE 6/1/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF PROPERTY. RENTAL PROPERTY; INVT RELATED; ROANOKE, VA; 100% OWNERSHIP; START DATE 7/31/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNER. RENTAL PROPERTY (BERNARD DR); INV RELATED; ROANOKE, VA, 100% OWNERSHIP; START DATE 07/31/2023; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; OWNER. SUMMIT WEALTH GROUP LLC; INV RELATED; ROANOKE, VA; 33.3% OWNERSHIP; START 09/22/2023; 160 HOURS PER MONTH; 7 HOURS DURING TRADING; FINET OWEN SWG CORP; INV RELATED; ROANOKE, VA; 100% OWNERSHIP; START DATE 9/21/2023; 160 HOURS PER MONTH; 7 HOURS DURING TRADING; FINET S CORP. RENTAL PROPERTY, INV RELATED, MONETA, VA, 100% OWNERSHIP, START DATE: 10/24/23, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER; VALLEY PROPERTY PARTNERS, LLC ; INV RELATED; SALEM,VA; INVESTMENT AND RENOVATION;50% OWNERSHIP; START DATE: 01/06/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1996-07-11

Other Names

• Chad Owen