Jonathan Owens, CFP®, AIF®

Jonathan Owens, CFP®, AIF®

BPG Wealth Management, LLC - Vice President

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Phone: 503-654-7676 ext. 206
Fax: 503-653-7575
E-mail:
 

Jon Owens joined BPG in the summer of 2008 and focuses on helping successful business owners and families develop exit strategies. Through his unique process, he arms his clients with the tools necessary so they can have a plan to take their money with them on a favorable basis.  By providing wealth accumulation, retirement, corporate protection, business succession, executive benefits, and legacy/estate planning services he aims to give clients the luxury to focus on what can go right and the things that matter most to them.

He 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.

Jon graduated from Linfield College in 2006 where he was a two-year defensive starter for the Men’s Lacrosse Team, a member of the Football team, and President of Theta Chi Fraternity. He enjoys traveling, being in the outdoors, staying active and attending sporting events with his wife Hannah.

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)

· Estate Planning Council of Portland

· Exit Planning Institute

· National Association of Insurance and Financial Advisors (NAIFA)

· The Heritage Institute

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

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

12901 SE 97th Ave, Suite 240  •  Clackamas, OR 97015

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. # 103-20160105-269216