Owenby Jones Wealth Management, LLC

Owenby Jones Wealth Management, LLC is a comprehensive wealth planning firm that aims to serve affluent individuals and their families in achieving their financial goals. Founded in 2013 by Jonathan Owenby, CRPC® and Jeff Jones, CFP®, the company boasts over 50 years of combined industry experience. The firm prides itself on earning clients' trust through hard work, open and honest discussion, and a collaborative team effort, resulting in lasting multi-generational client relationships, some spanning over 15 years.

The company's slogan, "Experience The Difference | Access to the resources of a large firm, with the personal attention of a small practice," reflects its commitment to providing personalized and high-quality service. Owenby Jones Wealth Management, LLC offers a range of services, including securities offered through LPL Financial, and investment advice through Wealthcare Advisory Partners, a registered investment advisor. Notably, Owenby Jones Wealth Management LLC and Wealthcare Advisory Partners are separate entities from LPL Financial.

While the company's headquarters location is not specified, its scope includes Financial Services, Insurance, and Wealth Management. It's essential to note that third party posts on the company's profile do not necessarily reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.

As of now, there is no publicly disclosed information regarding the company's last investment or the last investment investors. Furthermore, the LPL Financial registered representative associated with Owenby Jones Wealth Management, LLC may only discuss and/or transact business with residents of specific states, including AL, AZ, CA, DC, FL, GA, PA, MT, NJ, NY, SC, TN, and VA.