Jonathan Owens
Helping Families, Business Owners & Real Estate Investors Build Generational Wealth | SmartVestor Pro | Investment Advisory & Estate Planning
- Role
- Vice President, Partner at Bpg Wealth Management
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Jonathan Owens
I’m a third-generation financial planner passionate about helping individuals, families…
Experience
Vice President, Partner
Aug 2008 — Present
Serve as a lead advisor and strategic partner for families, business owners, and professionals across the Pacific & Inland Northwest and the U.S- Specialize in multi-generational financial planning, wealth accumulation, retirement income planning, and estate strategies- Help clients reduce lifetime tax liability through proactive, tailored planning- Guide SmartVestor Pro clients through the Baby Steps and beyond with educational coaching and accountability- Recipient of the 2017 Signator Practice of the Year and MDRT Top of the Table Honoree
Education
Clackamas High School
High School Diploma
Oslo and Akershus University College
International Business
2005 — 2005
Linfield University
Bachelor of Science (B.S.), Business
2002 — 2006
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