John R. Owen
Professional summary
John Russell Owen JR., who also goes by John Russell Owen, John Russell Owen, Jr. Mr., John Russell Owen, Jr., is a registered financial advisor currently at COR3 INVESTMENT PARTNERS, LLC located in Nw Sandy Springs, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Russell Owen JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2023 - Present
COR3 INVESTMENT PARTNERS, LLC
August 3, 2015 - June 24, 2022
ALPS DISTRIBUTORS, INC.
December 16, 2008 - February 3, 2010
KANSAS CITY BROKERAGE. INC
August 18, 2008 - February 3, 2010
DEMARCHE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2023)
(2/15/2023)
(6/14/2023)
Exams
Current Firm
COR3 INVESTMENT PARTNERS, LLC
CRD#: 323536 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 13,245,706 |
Red Flags
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