Jayson D. Owens
BRIGHT ROAD WEALTH MANAGEMENT
ANCHORAGE, AK 99503
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CRD#: 6618470
Jayson Dee OwensBRIGHT ROAD WEALTH MANAGEMENT
Professional summary
Jayson Dee Owens, CFP® is a registered financial advisor currently at BRIGHT ROAD WEALTH MANAGEMENT, LLC located in Anchorage, Alaska.
Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jayson has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Services Offered
Retirement Planning
Estate & Legacy Planning
Investment Management
Tax Planning
Financial Planning
Risk Management & Insurance
Education Funding
Specializations
Federal Employees
Generation X
ESG & Impact Investing
Divorce Planning
Biography
Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these parts make up the Wealth Management Equation.
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
Many financial advisors hold themselves out to be wealth managers. In reality, they only focus on the Investment Management portion of the equation, much to the detriment of their clients.
At Bright Road Wealth, we follow a Wealth Management Consultative process in order to make sure all of our clients goals are addressed in a clear, consistent manner.
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.
Jayson Owens is employed by NOLS Wilderness Medicine as an outdoor medicine instructor. This is a non-investment-related activity, and takes less than ten hours/month. This activity does not take place during securities trading hours. Jayson has worked in this capacity since 11/2008.
NOLS Wilderness Medicine
284 Lincoln Street
Lander, WY 82520
CRS (Client Relationship Summary) - RIA
Click below to view Jayson Dee 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: 2018
Experience
Current
April 22, 2016 - Present
BRIGHT ROAD WEALTH MANAGEMENT, LLC
Office #1: 405 W. 36th Avenue Suite 212, Anchorage, AK 99503RIA
CRD#: 164408
ANCHORAGE, AK
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".
BRIGHT ROAD WEALTH MANAGEMENT, LLC
BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD#: 164408 / SEC#: 801-117890
RIA
Registered Investment Advisory firm - (1/16/2020 Approved)Alaska
Registered Investment Advisory firm - (6/4/2021 Terminated)Texas
Registered Investment Advisory firm - (5/20/2021 Terminated)Washington
Registered Investment Advisory firm - (6/22/2021 Terminated)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
Alaska(3/6/2025)
IAR
Texas(3/6/2025)
IAR
Washington(4/22/2016)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
BRIGHT ROAD WEALTH MANAGEMENT, LLC
BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD#: 164408 / SEC#: 801-117890
RIA
Registered Investment Advisory firm - (1/16/2020 Approved)Alaska
Registered Investment Advisory firm - (6/4/2021 Terminated)Texas
Registered Investment Advisory firm - (5/20/2021 Terminated)Washington
Registered Investment Advisory firm - (6/22/2021 Terminated)Loading...
Contact information
Main Address
405 W. 36th Avenue Suite 212, Anchorage, AK 99503
Mailing Address
Phone number
(907) 339-1555
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,182 |
| AUM (Assets Under Management) | $ 443,261,739 |
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.
