Jonathan Owens, CFP®, AIF®

Jonathan Owens, CFP®, AIF®

BPG Wealth Management, LLC - Vice President

Visit my web site!

Phone: 503-654-7676 ext. 206
Fax: 503-653-7575
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 andmaintain their standard of living

  • ?Helping owners understand the factors that drive or detract from the value of theirbusiness

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

  • ?Helping families transfer wealth to the next generation while preparing and educatingtheir heirs

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

  • ?Educating Gen X and Millenials on the financial markets and creating a wealthaccumulation plan

  • ?Protecting families and businesses from pre-mature death and disability andimplementing 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.

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

· Vistage

· Value Builder System

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. # 103-20170807-390317