Broker Check

Jeffrey Owens, AIF®

President, Partner

Jeffrey Owens began his career in financial services in 1979 when he joined his two uncles, already in the business. Through the years, Jeff worked on building his personal practice by forming lasting relationships through outstanding client service. In 1992, Jeff’s experience and dedication to his profession earned him a promotion to General Agent for John Hancock’s Portland, Oregon office.

Jeff developed a passion for the Retirement Plan market, and when 401(k) plans entered the marketplace, he established an independent firm, now operating as BPG Wealth Management LLC powered by Business Planning Group. BPG has since evolved to a highly successful firm which focuses on planning for emerging and growing businesses in addition to exit, distribution, succession and estate planning strategies for individuals and owners of family and closely held businesses. Constant client contact coupled with creative value-added event has helped BPG build its own legacy of achievement.

As a seasoned financial service professional, Jeff is an industry veteran in Non-Qualified Deferred Compensation plan design and implementation. Jeff brings his expertise to businesses with highly compensated individuals where traditional Defined Contribution plans discriminate against highly compensated executives.

Jeff has been recognized for his accomplishments and dedication to his clients throughout his career. He has achieved the distinction and honor of becoming a Lifetime Member of the Million Dollar Round Table (MDRT), a qualifying member of the Top of Table and a three-time
recipient of the Quality of Life Award. MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance, standards and ethics.

In addition to being the leader of the BPG Team, Jeff enjoys spending time outdoors hunting and fishing, and loves spending time with his family and being a grandpa to his granddaughter Sophia.

 Accredited Investment Fiduciary®, Center for Fiduciary Studies
 Licensed Life Insurance Consultant, State of Oregon
 FINRA- Series 1, 7, 63, and 65
 Life, Disability, Health, and Long Term Care Insurance Producer Licenses
 Bachelor of Arts, Linfield College, McMinnville, Oregon

 Children’s Cancer Association (CCA) CEO Counsel
 Member, Linfield College President’s Circle Leadership Team
 Million Dollar Round Table (MDRT)
 First Liberty Institute

 Annual Recipient of Achieving Client Excellence Award, John Hancock Financial Network (JHFN)
 2001 John Hancock Financial Network (JHFN)/Signator Hall of Fame Inductee
 Qualifying Member, Top of the Table and Quality of Life Award - MDRT
 Lifetime Member and Roundtable Qualifier, John Hancock Financial Network’s (JHFN) President’s Cabinet
 Linfield Athletic Hall of Fame Inductee
 Finalist for the Invest In Others Charitable Foundation Lifetime Achievement Award for his work with Children’s Cancer Association:

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Award Disclosures

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