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James Lawrence Owsley

Schaefer Financial Management, Inc.

Centennial, CO

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Current Employers
Schaefer Financial Management, Inc.

7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-09
  • CO RA
    APPROVED
    Since 2026-06-09

Branch Locations

7700 East Arapahoe Road Suite 265, Centennial, CO 80112-6108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deloitte Tax Llp Denver CO 06/2017 09/2021
The Anschutz Corporation Denver CO 10/2021 01/2025
Schaefer Financial Management Centennial CO 02/2025 Present
Student Boulder CO 05/2016 05/2017
  • 06/2017 → 09/2021
    Deloitte Tax Llp
    Denver, CO
  • 10/2021 → 01/2025
    The Anschutz Corporation
    Denver, CO
  • 02/2025 → Present
    Schaefer Financial Management
    Centennial, CO
  • 05/2016 → 05/2017
    Student
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
Other Names
  • James Lawrence Owsley

View on SEC IAPD

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GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

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