Jake Owens

Financial Advisor

I work with affluent individuals, families and businesses to develop strategies to reach their financial goals.

State(s) Licensed:   GA, HI, IL, IN, MA, MI, MN, MO, OR, TX, WA, WI

Phone 630-310-7012
Address

1411 Opus Place Ste 210
Downers Grove, IL 60515

Jake Owens

I work with affluent individuals, families and businesses to develop strategies to reach their financial goals.

State(s) Licensed:   GA, HI, IL, IN, MA, MI, MN, MO, OR, TX, WA, WI

Let's put your plans in motion!

I believe everyone wants to be a good steward of their finances and given the right tools and guidance, is capable of learning how to plan intentionally. Drawing upon my industry expertise and experience to help build a financial roadmap, I can help you achieve your financial aspirations. With an evolving financial system and ever-changing economy, reaching your financial goals may seem harder than ever. I am a partner helping clients navigate this journey.

 

Through-out my career, I have had the privilege of meeting my clients where they are. From individuals and families, to small business owners and executive level professionals. I bring a listening ear to every meeting and develop relationships with my clients built on the foundation of trust.


I work with my clients helping with:

  • Asset allocations
  • Wealth management
  • Retirement strategies
  • Investment strategies
  • Life insurance
  • Risk management
  • Education funding
  • Estate strategies
  • Charitable strategies


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Downers Grove Office

Phone:
630-310-7012

Hours

M – F: 8 a.m. – 5 p.m.