Jonathan Owens, CFP®, AIF®

Jonathan Owens, CFP®, AIF®

Vice President

Phone: 503-654-7676
E-mail:
 

Jon is a third generation financial planner that specializes in business and multi-generational wealth planning. He understands the financial and generational issues that families and businesses face and helps educate them on ways they can keep together what they’ve worked so hard to build.  Common problems that Jon helps his clients solve include:

  • Helping business owners know what they need from the sale of their business to exit and maintain their standard of living

  • Helping owners understand the factors that drive or detract from the value of their business

  • Helping businesses create a compensation & benefits plan to attract and retain key people

  • Helping families transfer wealth to the next generation while preparing and educating their heirs

  • Helping pre-retirees learn how to maximize their social security while creating an income distribution plan for retirement

  • Educating Gen X and Millenials on the financial markets and creating a wealth accumulation plan

  • Protecting families and businesses from pre-mature death and disability and implementing a wellness plan to promote longevity

Jon’s successfully completed the Certified Exit Planning Advisor program through the Exit Planning Institute and has achieved the distinction and honor of becoming a Qualifying Member of the Million Dollar Round Table (MDRT) every year since 2011 as well as a Court of Table and Top of the Table Qualifier.  MDRT is an international, independent association of financial professionals comprised of the top 1% of the world’s best Life Insurance and Financial Service professionals who serve their clients with exemplary performance and the highest standards and ethics. 

He enjoys traveling, being in the outdoors, staying active and attending sporting events with his wife Hannah and his daughter Sophia.

Jon is committed to achieving client excellence and it reflects through his credentials, licensing, continuing education, membership/association involvement and accomplishments: 

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards

  • Licensed Life Insurance Consultant, State of Oregon

  • Accredited Investment Fiduciary®, Center for Fiduciary Studies

  • FINRA- Series 6, 7, 63, and 65

  • Life, Disability, Health, and Long Term Care Insurance Producer Licenses

  • Bachelor of Science, Business, Linfield College, McMinnville, Oregon

Memberships/Associations

  • Million Dollar Round Table (MDRT)

  • Exit Planning Institute

  • Estate Planning Council of Portland

  • Vistage

Accomplishments

  • Achieving Client Excellence Award- John Hancock Financial Network

  • Best In Class- John Hancock Financial Network

  • Qualifying Member, Court of the Table & Top of the Table Qualifier- MDRT

  • Five Star Wealth Manager- Portland Monthly Magazine

  • 2009 New Associate of the Year- Boston Partners Financial Group, LLC

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or any other source.