Justin M. Owens

HORIZON ADVISORS

ROME, GA 30161

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CRD#: 5214058

Professional summary

Justin Michael Owens, CFP® is a registered financial advisor currently at HORIZON ADVISORS, LLC located in Rome, Georgia.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 53 and Series 24 exams.

Core Areas of Focus

AUM

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Entrepreneurs

Question & Answer

What are your service offerings?

Insurance Planning

Debt Management

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Retirement Income Management

Budgeting

Estate Planning

Life Transitions

Small Business Planning

Investment Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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 Justin Michael Owens's 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 4, 2019 - Present

HORIZON ADVISORS, LLC

Office #1: 506 Riverside Parkway Ne Suite 202, Rome, GA 30161

RIA

CRD#: 305250

ROME, GA

Past

July 19, 2016 - November 13, 2018

OFG ADVISORS LLC

RIA

CRD#: 283219

ROME, GA

Past

June 17, 2009 - June 14, 2019

CETERA ADVISORS LLC

RIA

CRD#: 10299

ROME, GA

Past

June 5, 2009 - June 14, 2019

CETERA ADVISORS LLC

CRD#: 10299

ROME, GA

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

Georgia
(9/4/2019)

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 66

Date: 6/16/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/1/2019

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/1/2016

General Securities Principal Examination

Current Firm

HORIZON ADVISORS, LLC

CRD#: 305250 / SEC#:

Georgia

Registered Investment Advisory firm - (9/4/2019 Approved)

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Contact information

Main Address

506 Riverside Parkway Ne Suite 202, Rome, GA 30161

Mailing Address

Phone number

(706) 807-5250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 8,327,345

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.

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Advisor Monitoring

Firm Stability Insights

Justin M. Owens

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Owens's CRS (Customer Relationship Summary).

Certified licenses

Experience

OFG ADVISORS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2009

Series 53

Date: 2/1/2019

Series 24

Date: 2/1/2016

Current Firm

HORIZON ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HORIZON ADVISORS, LLC

TRUST BUT VERIFY

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