Christopher Robert Owen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2010 → Present
  Lpl Financial Llc
  San Francisco, CA

Other Businesses

1. 9/18/2012: NON-VARIABLE INSURANCE DBA - JACKSON SQUARE FINANCIAL - LPL FINANCIAL REPRESENTATIVE. SELL GROUP AND INDIVIDUAL LIFE, HEALTH AND DISABILITY INSURANCE. - TIME SPENT 50% - SAN FRANCISCO, CA. 2. 7/24/2015 - JSF Benefits Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner/Broker - Started 07/01/2015 - 40 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-26
• S63 Uniform Securities Agent State Law Examination
  2009-12-15