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Gerald L. Owens
STRATEGIC ADVISERS LLC
TOLEDO, OH
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CRD#: 6401169
GO
Professional summary
Gerald L. Owens, who also goes by Jerry Owens, Gerald L. Owens, Gerald Lamar Owens, Gerald Owens, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Toledo, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Perrysburg, Ohio.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Gerald has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry Owens | Gerald L. Owens | Gerald Lamar Owens | Gerald 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.
OBA-60894|OrgNmn:Remarkable Rentals|Org Addr:Cincinnati,Ohio,US|OBA Nature:real estate holding company th|Invst Rel:Y|Title:Owner|Duties:Sole owner who has hired an a property management team handle day to day operations. I fund any necessary repairs and they collect all profits|StrtDt:12-13-2017|TotHrs/mon:5|TrdHrs/mon:0|OBA-60893|OrgNmn:Owens Network Enterprises|Org Addr:Cincinnati,Ohio,US|OBA Nature:holding company for smaller re|Invst Rel:Y|Title:Owner|Duties:I am the sole owner and hired a company to manage the properties. I fund any necessary repairs, and Ireceive all profit.|StrtDt:12-12-2017|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Gerald L. 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5101 Levis Commons Blvd, Perrysburg, OH 43551-7146RIA
CRD#: 104555
TOLEDO, OH
Current
October 27, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5101 Levis Commons Blvd, Perrysburg, OH 43551BD
CRD#: 7784
Perrysburg, OH
Past
November 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN FRANCISCO, CA
Past
January 22, 2019 - July 7, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
CINCINNATI, OH
Past
January 22, 2019 - July 7, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CINCINNATI, OH
Past
September 16, 2015 - December 27, 2018
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
COLUMBUS, OH
Past
September 16, 2015 - December 27, 2018
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
COLUMBUS, OH
Past
November 25, 2014 - September 25, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/27/2021)
RR
Colorado(5/9/2022)
RR
Florida(5/9/2022)
RR
Michigan(3/8/2022)
RR
New Jersey(7/22/2024)
RR
New York(5/7/2022)
RR
North Carolina(1/6/2025)
RR
Ohio(10/27/2021)
IAR
Ohio(3/31/2025)
RR
Texas(1/10/2022)
IAR
Texas(3/31/2025)
RR
Washington(1/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
