Minority Owner · Bright Road Wealth Management, LLC
Jayson D. Owens
CRD 6618470 · Named on Form ADV at one SEC-registered adviser
At a glance
Bright Road Wealth Management, LLC, an SEC-registered wealth manager based in Anchorage, AK with $443 million in regulatory assets, lists Jayson D. Owens on its Form ADV as Minority Owner.
Firms and roles
- Bright Road Wealth Management, LLCMinority OwnerWealth manager · Anchorage, AK · $443M in regulatory assets
AtlasMembers
Jayson’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Brian K. PinkstonManaging Member, Bright Road Wealth Management, LLC
- Joel D. HergenreterChief Compliance Officer, Bright Road Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jayson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.