Greg Earl Chamberlain

Employer firm

Cowdell Investments, LLC CRD 122933

$76.0M regulatory AUM 408 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2007 → 10/2017
  Jackson National Life Distributors
  Denver, CO
• 10/2017 → Present
  Chamberlain Financial
  Lehi, UT
• 11/2025 → Present
  Chamberlain Long Wealth Management
  Alpine, UT

Previous Registrations

• 2013-02-19 → 2016-03-29
  Curian Capital, Llc
  Denver, CO

Other Businesses

Name of other Business: Chamberlain Financial Investment Related: Yes Address of Other Business: 3049 North Crest Drive, Lehi, Utah 84043 Nature of the Other Business: Insurance Wholesaler Position: Insurance Agent, Owner Start Date: 10/2017 Hours per Month: 80 Number of hours during securities trading hours: 0 Description of duties: Agency for annuities.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-15
• S63 Uniform Securities Agent State Law Examination
  2013-01-25