Justin M. Owens
HORIZON ADVISORS
Rome, GA
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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.
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
Do you have an area of expertise or specialization?
AUM
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Entrepreneurs
What is your minimum asset requirement?
1
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.
1. Horizon Consulting, LLC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, ACCOUNTING AND TAX, START June 2019, 25-30 HOURS PER WEEK - VARIES DURING TRADING HOURS, OWNER, FINANCIAL PLANNING, TAX PREPARATION, ACCOUNTING & BOOKKEEPING.
2. J OWENS INVESTMENTS, INC., NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, HOLDING COMPANY, START JANUARY 2015, 0 HOURS PER WEEK - 0 HOURS DURING TRADING HOURS.
3. JMOTMO, LLC, NOT INVESTMENT RELATED, 4 N. MAIN STREET, CEDARTOWN, GA 30125, FAMILY OWNED RENTAL PROPERTY, START JANUARY 2015, 0 HOURS PER WEEK - 0 HOURS DURING TRADING HOURS, CO-OWNER, MEMBER OF LLC.
4. 4 MAIN PARTNERS LLC, NOT INVESTMENT RELATED, 4 N. MAIN STREET, CEDARTOWN, GA 30125, RENTAL PROPERTY, START JANUARY 2015, 0 HOURS PER WEEK - 0 HOURS DURING TRADING HOURS, CO-OWNER, MEMBER OF LLC.
5. LITTLE SAND MOUNTAIN, LLC, NOT INVESTMENT RELATED, 1565 LITTLE TEXAS VALLEY RD., ROME , GA 30265, FAMILY OWNED FARM, START 07/2015, 0 HOURS PER WEEK - 0 HOURS DURING TRADING HOURS, CO-OWNER MEMBER OF LLC.
6. THREE RIVERS CHURCH, NOT INVESTMENT RELATED, 2960 NEW CALHOUN HWY, NE, ROME, GA, 30161, CHURCH, STARTED 01/2016, POSITION/TITLE/RELATIONSHIP: PASTOR/ELDER, APX 5-10 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: WORKS TO SHEPHERD THE CHURCH BODY IN ALL AREAS..
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®
Start date: 2015
Experience
Current
September 4, 2019 - Present
HORIZON ADVISORS, LLC
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
BD
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
HORIZON ADVISORS, LLC
HORIZON ADVISORS, LLC
CRD#: 305250 / SEC#:
Georgia
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Contact information
Main Address
506 Riverside Parkway Ne Suite 202, Rome, GA 30161
Mailing Address
Phone number
(706) 784-7100
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 7,446,632 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
