Jayson Owens

Personal Finance, Retirement, Investing
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“As a Financial Planner for Bright Road Wealth Management, LLC, Jayson Owens is dedicated to providing comprehensive, ongoing financial planning and investment management services for his clients.”
Firm:

Bright Road Wealth Management, LLC

Job Title:

Financial Planner

Biography:

How I got into this mess:

I'll admit it took me longer to find my true calling than most. Resistance to wearing a suit, lack of a win-at-all costs attitude (commitment to my own integrity), and an industry rife with conflicts of interest all conspired to keep me from becoming a financial planner sooner.

But by the time I found my home as a fee-only financial planner, I had unwittingly built a strong skill set that became the perfect foundation on which to build a career. Creativity honed in architecture and the arts combined with 15 years of small business operational management and strategic planning, provide much more practical experience than many advisors with more direct experience can bring to bear. Years of coaching individuals in productivity and efficiency combined with study of behavioral economics gave me an intuitive understanding of motivation. Finally, years of outdoor adventure guiding and real estate investment management brought me enough risk assessment and risk management experience to fill several lifetimes.

What I provide for my clients:

I am committed to full-service, comprehensive financial planning and investment management. I work with clients, both in person and virtually, to optimize their unique financial situation. I like to help my clients save money and increase the return/ risk ratio of their investments. My goal is to maximize the probability of you achieving your own personal and financial goals. This is a long-game approach. As humans, we are prone to growth and as we grow our goals can change, so I use what I know about you to preserve your future choices.

 

When I am not working on improving your financial life:

I hang out with my wife and two young kids in the outdoors - biking, camping, skiing, or rafting. I teach Wilderness First Aid courses for NOLS. I volunteer as Treasurer of the Tacoma Waldorf School Board of Trustees.

Education:

Bachelor of Environmental Design, Texas A&M University

Fee Structure:

Fee-Only Based on Assets Under Management
Hourly

CRD Number:

6618470

Disclaimer:

Bright Road Wealth Management, LLC is a registered investment adviser in the States of Alaska, Texas, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

All Answers
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    Social Security
Does Social Security income change when you change your residency to a different state?
100% of people found this answer helpful

No. Social Security payments are based on your work history and the age at which you claimed benefits. Once you’ve filed for benefits, the only changes should be cost of living adjustments, if you become eligible to claim spousal benefits, or if an error was made during filing. Your income can also effect taxation of your benefit.

3 weeks ago
    Debt, Estate Planning, Choosing an Advisor, IRAs, Real Estate
How should a 22-year-old invest an inheritance of $210,000 and inherited Roth IRA of $375,000?
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3 weeks ago
    Asset Allocation, Bonds / Fixed Income, Choosing an Advisor
Should I try a do-it-yourself approach when beginning to invest 50% in stocks and 50% in bond mutual funds, or hire a financial advisor to select a basket of stock options and bond mutual funds? 
83% of people found this answer helpful
March 2018
    Investing, Stocks, Starting Out
What are some general tips for stocks and investing?
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September 2017
    Retirement Savings, Investing, Lifestage Based Planning
How should I invest and save right out of college?
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April 2017