Jayson Owens is a CFP-designated registered investment advisor at Bright Road Wealth Management, LLC, based in Anchorage, AK, with 9 years of industry experience. Jayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 7 more. Their firm serves 622 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Contact
Jayson Owens
Location
405 W. 36th Avenue, Suite 212, Anchorage, AK, 99503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jayson is employed by NOLS Wilderness Medicine as an outdoor medicine instructor since 2008. This non-investment-related activity takes minimal time.
Employment History
Current Registrations
Bright Road Wealth Management, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these parts make up the Wealth Management Equation.