Dylan Gordon Blomgren

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → Present
  Raymond James Financial Services
  Grass Valley, CA
• 08/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Grass Valley, CA
• 07/2020 → Present
  Owens Estate And Wealth
  Grass Valley, CA
• 08/2022 → 07/2025
  N/A
  Granite Bay, CA
• 08/2016 → 06/2020
  Owens Capital Asset Management
  Grass Valley, CA
• 06/2020 → Present
  Sierra Foothill Asset Management, Inc
  Grass Valley, CA

Previous Registrations

• 2015-06-03 → 2016-01-27
  Edward Jones
  Walnut Creek, CA
  Tempe, AZ
  Tempe, AZ
  Walnut Creek, CA

Other Businesses

(1)Name of Business: Address: 8735 Spooner Ct, Granite Bay, CA, 95746, United States Activity Type: Rental Real Estate Position/Title: Passive investor Investment Related: Yes Start Date: 07/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2)Name of Business: Address: 8735 Spooner Ct, Granite Bay, CA, 95746, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Address: 8735 Spooner Ct, Granite Bay, CA, 95746, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/07/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Owens Estate and Wealth Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (5)Name of Business: Sierra Foothill Asset Management DBA Owens Estate and Wealth Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sierra Foothill Asset Management DBA Owens Estate and Wealth (6)Name of Business: Sierra Foothill Asset Management, Inc Address: 426 Sutton Way Ste 110, Grass Valley, CA, 95945-5300, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Partner and Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2015-05-16

Other Names

• Dylan Gordon Blomgren