Jeffrey Michael Owens

Current Employers

Employment History

• 01/1979 → Present
  John Hancock Mutual Life Ins Co.
  Portland, OR
• 08/1979 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Clackamas, OR

Previous Registrations

• 1998-07-24 → 2018-11-02
  Signator Investors, Inc.
  Andover, MA
  Clackamas, OR

Other Businesses

1) THE BUSINESS PLANNING GROUP POSITION: President NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1980 ADDRESS: 10151 SE Sunnyside Rd., Suite 460, Clackamas OR 97015, United States DESCRIPTION: This is a DBA 2) BPG WEALTH MANAGEMENT POSITION: President NATURE: LLC partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2015 ADDRESS: 10151 SE Sunnyside Rd., Suite 460, Clackamas OR 97015, United States DESCRIPTION: President and Financial Advisor 3) INSURANCE BROKERAGE / CRUMP INSURANCE / BROKER'S SERVICES MARKETING GROUP POSITION: Broker NATURE: Insurance Brokerage through: Crump Broker's Services Marketing Group Health Insurance commissions received through Various Vendors. Providence, Principal, Met Life, Ameritas, Standard, Hartford. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000. ADDRESS: 10151 SE Sunnyside Rd., Suite 460, Clackamas OR 97015, United States DESCRIPTION: Insurance Brokerage through: Crump Broker's Services Marketing Group Health Insurance commissions received through Various Vendors. Providence, Principal, Met Life, Ameritas, Standard, Hartford. 4) BUSINESS GROUP RESOURCES REFERRAL FEE POSITION: Referral Partner NATURE: The Business Group Resources specializes in consulting businesses on obtaining/determining if they qualify for tax incentives they are not currently utilizing (such as Research and Development tax credit, Employee Retention credit, section 125 deduction, etc) They then provide the business owners with full justification report to provide their CPA when they file their tax returns. THey charge a percentage of the ualifying tax incentive to the business owners and then would pay a small percentage of that fee to us as a referral fee. We are hands off outside of the referral/introduction. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2023 ADDRESS: 20 Executive Park, Irvine CA 92618, United States DESCRIPTION: We provide Justin Rupple, the Regional Manager in OR/WA with introductions to bsiness owners that we work with

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-03
• S63 Uniform Securities Agent State Law Examination
  1986-06-24

Other Names

• Jeff Owens
• Jeff Michael Owens