Jake H. Owen

BJO WEALTH MANAGEMENT LLC.

Arlington Heights, IL 60005

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CRD#: 7998990

Professional summary

Jake Harris Owen is a registered financial advisor currently at BJO WEALTH MANAGEMENT LLC. located in Arlington Heights, Illinois.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jake has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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 Jake Harris Owen'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®

None

Experience

Current

February 24, 2025 - Present

BJO WEALTH MANAGEMENT LLC.

Office #1: 3400 W. Stonegate Blvd, Suite 101, Arlington Heights, IL 60005

RIA

CRD#: 168824

Arlington Heights, IL

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

Illinois
(2/24/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2025

Uniform Investment Adviser Law Examination

Current Firm

BJO WEALTH MANAGEMENT LLC.

CRD#: 168824 / SEC#:

Illinois

Registered Investment Advisory firm - (10/7/2013 Approved)

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Contact information

Main Address

Arlington Hts., IL

Mailing Address

Phone number

(847) 845-3980

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 18,250,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jake H. Owen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Harris Owen's CRS (Customer Relationship Summary).

Certified licenses

Experience

BJO WEALTH MANAGEMENT LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2025

Current Firm

BJO WEALTH MANAGEMENT LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BJO WEALTH MANAGEMENT LLC.

TRUST BUT VERIFY

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