Broker Check
Jonathan Owens, CFP®, AIF®

Jonathan Owens, CFP®, AIF®

Vice President, Partner

Jon is a third generation financial planner that specializes in business and multi-generational wealth planning.  His goal is to help people get to a spot financially where they can live the life they’ve always wanted.  Common problems that Jon helps his clients solve include:

  • Helping Dave Ramsey listeners navigate the Baby Steps as a SmartVestor Pro
  • Helping people learn how to maximize their social security while creating an income distribution plan for retirement
  • Educating Gen X and Millennials on the financial markets and helping to create a wealth accumulation plan
  • Protecting families and businesses from pre-mature death and disability
  • Helping families transfer wealth to the next generation while preparing and educating their heirs
  • Helping business owners increase their company's value through succession planning
  • Helping business owners know what they need from the sale of their business to exit and maintain their standard of living
  • Helping businesses create a compensation & benefits plan to attract and retain key people

Jon has achieved the distinction and honor of being a Qualifying & Life Member of the Million Dollar Round Table (MDRT) as well as a Court of Table and Top of the Table Qualifier.  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.

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

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
  • Certified Exit Planning Advisor® designation training program, Exit Planning Institute
  • 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
  • EntreLeadership
  • SmartVestor Pro
  • Royal Alliance NextGen Advisory Board Member

Accomplishments

  • Achieving Client Excellence Award- John Hancock Financial Network
  • Qualifying Member, Court of the Table & Top of the Table Qualifier- MDRT

 

Third-party rankings and recognition 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.

Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.  Advisors pay a fee to belong to the SmartVestor Pro program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Royal Alliance Associates, Inc. (RAA) and are not sponsored or endorsed by RAA. RAA is not affiliated with the outside business activity of business succession planning.

 Award Disclosures