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Jeffery O

Series 63, Series 65

Anniston, AL

OSAIC

Jeffery Owens is a financial advisor with OSAIC in Anniston, Alabama, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked with Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades and operates Jeff Owens & Associates, Inc., providing tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a wide range of brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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