Jayson Dee Owens
CFP®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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
- Financial Planning
- Risk Management & Insurance
- Education Funding
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
BRIGHT ROAD WEALTH MANAGEMENT, LLC
Contact Information
Main Address
405 W. 36th Avenue Suite 212, Anchorage, AK 99503Phone Number
(907) 339-1555# of Employees
13SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,182AUM (Assets Under Management)
$443,261,739Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BRIGHT ROAD WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/6/2025)
(3/6/2025)
(4/22/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jayson Dee Owens's CRS (Customer Relationship Summary).
Services Offered by Jayson
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
- Financial Planning
- Risk Management & Insurance
- Education Funding
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