Deep Enrich
Brian Owen
Registered Representative
576 followers
Visalia, California, United States
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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 - 1984BA Economics
Experience
Merrill Lynch
Jul 1984 - Jun 1988Registered Representative
Thomson McKinnon Securities
Aug 1988 - Sept 1989Operations Director
Charles Schwab
Oct 1989 - Oct 2017VP - Branch Complex Manager
Mar 2014 - Oct 2017VP-Branch Manager
Feb 2012 - Mar 2014VP - Branch Manager
Jan 2000 - Feb 2012Sales Manager, Southern California Region Business Development Team
Jan 1999 - Dec 1999Senior Financial Consultant
Oct 1997 - Dec 1998Senior Manager, Active Trader Group/Schwab 500
Apr 1994 - Sept 1997Registered Rep, Trading Supervisor
Oct 1989 - Mar 1994
Family related sabbatical
Nov 2017 - Jan 2019Primary Care Facilitator for family memberJP Morgan Wealth Management
Feb 2019 - nowSupervisory Manager, Central Valley, Sierra North and Sacramento/San Joquin markets
Licenses & Certifications
California Life, Accident & Health, Variable Contracts License
California Department of InsuranceJan 2013
Series 7, 8, 63, 66, & SIE
FINRA
Volunteer Experience
Member Board Of Trustees
Issued by La Jolla Athenaeum Music & Arts Library on Oct 2004Associated with Brian OwenFounding Board Member
Issued by Promote Music of the Masters (PROMM) - La Jolla, CA on Jun 2006Associated with Brian Owen
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