Jonathan Michael Owens

Current Employers

Employment History

• 09/2008 → 11/2018
  Signator Investors, Inc.
  Clackamas, OR
• 11/2018 → Present
  Osaic Wealth, Inc.
  Clackamas, OR

Previous Registrations

• 2009-04-03 → 2018-11-02
  Signator Investors, Inc.
  Clackamas, OR

Other Businesses

1) BPG WEALTH MANAGEMENT, LLC POSITION: Business Owner/Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2014 ADDRESS: 10151 SE Sunnyside Rd, Suite 460, Clackamas OR 97015, United States DESCRIPTION: Financial Planner dba BPG Wealth Management 2) INSURANCE BROKERAGE/CRUMP POSITION: Insurance Broker NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/21/2009 ADDRESS: 10151 SE Sunnyside Rd, Suite 460, Clackamas OR 97015, United States DESCRIPTION: Insurance sales 3) INSURANCE BROKERAGE/ETHOS LIFE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/18/2022 ADDRESS: 10151 SE Sunnyside Rd, Suite 460, Clackamas OR 97015, United States DESCRIPTION: Broker life insurance policies through Ethos (Banner Life) 4) INSURANCE BROKERAGE/BREEZE POSITION: Insurance Broker NATURE: brokering DI insurance from Principal and Assurity through Breeze.com INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/16/2022 ADDRESS: 10151 SE Sunnyside Rd, Suite 460, Clackamas OR 97015, United States DESCRIPTION: quote and offer disability insurance electronically

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-30
• S63 Uniform Securities Agent State Law Examination
  2008-11-25

Designations

Other Names

• Jon Michael Owens