Raechel M. Owen

Current Employers

Employment History

• 03/2014 → Present
  Jp Morgan Securities
  Phoenix, AZ
• 03/2014 → Present
  Jpmorgan Chase Bank
  Phoenix, AZ
• 06/2015 → Present
  J.P. Morgan Securities Llc
  Scottsdale, AZ
• 06/2015 → Present
  Jpmorgan Chase Bank Na
  Scottsdale, AZ
• 06/2016 → 02/2018
  It Works
  Scottsdale, AZ

Other Businesses

Entity Name: Alpha Phi Fraternity Investment related: Yes Address: Denver, Colorado Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/24/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Alpha Phi is a non-profit governed by the International Executive Board, which oversees strategic operations. As Finance Director, I would provide financial oversight for assets of a budget, leveraging my expertise in financial management but no access. The role is similar to firm responsibilities but is volunteer-based and not a CFO position. Entity Name: Alpha Phi Sorority Investment related: Yes Address: 801 Tempe, AZ Nature of the other business: Student Organization at a University Position/Title/Relationship: Advisor Start Date: 01-May-2014 Approximate # of hours a month: 20-30 Approximate # of hours during securities trading hours: 10 Briefly describe your duties: Assist in chapter's financials by approving the budget, supporting the use of Billhighway, assisting in managing accounts receivable, chapter expenses and reviewing chapter membership/financial contracts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-12
• S63 Uniform Securities Agent State Law Examination
  2014-04-16

Other Names

• Raechel Morgan Owen