Jeffrey Owens, AIF®

Jeffrey Owens, AIF®

BPG Wealth Management, LLC - President

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Phone: 503-654-7676 x202
Fax: 503-653-7575
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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 though 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 for individuals and owners of family and closely held businesses. One reason for the incredible growth and client loyalty to BPG is the adherence to the philosophy that:  “we are always open to our clients and centers of influence.” Constant client contact coupled with creative value-added events, 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 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.

Jeff has also earned several distinctions through his affiliation with the John Hancock Financial Network (JHFN). In 2001, he was inducted into the Hall of Fame, placing him among the “best of the best”. He is a lifetime member of JHFN’s President’s Cabinet and a Roundtable Qualifier. Jeff is also an annual recipient of the (ACE) Achieving Client Excellence Award. Most recently, Jeff earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies in 2013. 

Jeff graduated with a BA from Linfield College in McMinnville, OR where he is a current member of Linfield College President’s Circle Leadership Team. He enjoys volunteering in the community and spent 11 years on the Board of Directors for the Children’s Cancer Association (CCA).

 

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, 138 River Road, Suite 310, Andover, MA 01810, 978-689-9303, a Registered Investment Advisor.  BPG Wealth Management powered by Business Planning Group is independent of  Signator Investors, Inc. # 103-20150123-215549