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Brian Owen

Brian owen

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location of Brian OwenVisalia, California, United States
Phone number of Brian Owen+91 xxxx xxxxx
Followers of Brian Owen571 followers

  • Timeline

    Jul 1984 - Jun 1988

    Registered Representative

    Merrill Lynch
    Aug 1988 - Sept 1989

    Operations Director

    Thomson McKinnon Securities
    Oct 1989 - Oct 2017

    VP - Branch Complex Manager

    Charles Schwab
    Del Mar & San Diego-Mission Valley, CA
    Nov 2017 - Jan 2019

    Primary Care Facilitator for family member

    Family related sabbatical
    Current Company
    Feb 2019 - now

    Supervisory Manager, Central Valley, Sierra North and Sacramento/San Joquin markets

    JP Morgan Wealth Management

  • About me

    Supervisory Manager, Central Valley, Sierra North, and Sacramento/San Joaquin Markets at JP Morgan Wealth Management

  • Education

    • University of california, los angeles

      1980 - 1984
      Ba economics

  • Experience

    • Merrill lynch

      Jul 1984 - Jun 1988
      Registered representative

    • Thomson mckinnon securities

      Aug 1988 - Sept 1989
      Operations director

    • Charles schwab

      Oct 1989 - Oct 2017

      • VP - Branch Complex Manager

        Mar 2014 - Oct 2017

      • VP-Branch Manager

        Feb 2012 - Mar 2014

      • VP - Branch Manager

        Jan 2000 - Feb 2012

      • Sales Manager, Southern California Region Business Development Team

        Jan 1999 - Dec 1999

      • Senior Financial Consultant

        Oct 1997 - Dec 1998

      • Senior Manager, Active Trader Group/Schwab 500

        Apr 1994 - Sept 1997

      • Registered Rep, Trading Supervisor

        Oct 1989 - Mar 1994

    • Family related sabbatical

      Nov 2017 - Jan 2019
      Primary care facilitator for family member

    • Jp morgan wealth management

      Feb 2019 - now
      Supervisory manager, central valley, sierra north and sacramento/san joquin markets

  • Licenses & Certifications

    • Series 7, 8, 63, 66, & sie

      Finra

    • California life, accident & health, variable contracts license

      California department of insurance
      Jan 2013

  • Volunteer Experience

    • Member Board Of Trustees

      Issued by La Jolla Athenaeum Music & Arts Library on Oct 2004
      La Jolla Athenaeum Music & Arts LibraryAssociated with Brian Owen

    • Founding Board Member

      Issued by Promote Music of the Masters (PROMM) - La Jolla, CA on Jun 2006
      Promote Music of the Masters (PROMM) - La Jolla, CAAssociated with Brian Owen