Daniel E. Owens

JUNCTURE WEALTH STRATEGIES

Scottsdale, AZ 85258

Some features on this profile are disabled

CRD#: 4695142

Professional summary

Daniel Evan Owens, CPWA®, who also goes by Daniel E Owens, is a registered financial advisor currently at JUNCTURE WEALTH STRATEGIES, LLC located in Scottsdale, Arizona.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel E Owens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Evan Owens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2013-08-01

Expire date: 2023-06-30

Experience

Current

May 7, 2026 - Present

JUNCTURE WEALTH STRATEGIES, LLC

Office #1: 8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258

RIA

CRD#: 298110

Scottsdale, AZ

Past

April 20, 2020 - May 1, 2026

ELK RIVER WEALTH MANAGEMENT LLC

RIA

CRD#: 307263

Phoenix, AZ

Past

March 20, 2020 - March 20, 2020

ELK RIVER WEALTH MANAGEMENT LLC

RIA

CRD#: 307263

Phoenix, AZ

Past

July 1, 2019 - April 21, 2020

BOK FINANCIAL PRIVATE WEALTH, INC.

RIA

CRD#: 106733

DENVER, CO

Past

October 4, 2013 - December 20, 2019

COBIZ WEALTH

RIA

CRD#: 125910

PHOENIX, AZ

Past

July 28, 2009 - January 11, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

October 6, 2003 - May 18, 2006

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

August 12, 2003 - May 18, 2006

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA

Registered Investment Advisory firm - (9/14/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/7/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/2/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2009

General Securities Representative Examination

Current Firm

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA

Registered Investment Advisory firm - (9/14/2018 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258

Mailing Address

Phone number

(480) 253-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JWS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 409,617,995

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Julie Danapilis

CETERA INVESTMENT SERVICES LLC

Phoenix, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel E. Owens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Evan Owens's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELK RIVER WEALTH MANAGEMENT LLC

ELK RIVER WEALTH MANAGEMENT LLC

BOK FINANCIAL PRIVATE WEALTH, INC.

COBIZ WEALTH

J.P. MORGAN SECURITIES LLC

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

JUNCTURE WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2013

Series 63

Date: 9/14/2009

SIE

Date: 3/6/2020

Series 7

Date: 7/27/2009

Current Firm

JUNCTURE WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JUNCTURE WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors