Bjo Wealth Management Llc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BJO Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, and corporations, managing roughly $26.5 million across about 60 client relationships. The firm generally does not serve non-high-net-worth individual clients, and tailors investment policy statements and asset allocations to each client’s objectives.
Investment decisions are guided by diversification, risk analysis and a mix of fundamental, cyclical and technical analysis, with portfolios implemented through a combination of long-term and shorter-term strategies and periodic rebalancing. Accounts are reviewed at least quarterly and the firm may recommend individual equities, mutual funds, ETFs, fixed income, REITs and third-party managers as appropriate to client needs.
Noteworthy operational details include a material tilt toward discretionary assets (approximately $23 million discretionary vs $4 million non-discretionary) and firm practices that may affect trade execution: the firm does not custody client assets, does not use soft-dollar arrangements, does not accept performance-based fees, and does not aggregate or block trades across multiple client accounts, while allowing clients to direct brokerage. These features can influence trade routing, execution cost opportunities, and the degree of centralized trade management relative to many peers.
Client services
Expertise
Fee options
$100,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $100,000
Main office
See officeArlington Hts. IL
Advisors at this office
1
Offices (2)
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brian O
Series 63, Series 65
Arlington Hts., IL
Bjo Wealth Management Llc.
Brian Owen is a financial advisor with Bjo Wealth Management LLC in Arlington Heights, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Bjo Wealth Management since 2013, following tenures at Charles Schwab and Morgan Stanley DW Inc. Bjo Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies tailored to client objectives and manages approximately $26.5 million across 60 client relationships.
Jake O
Series 65
Arlington Heights, IL
Bjo Wealth Management Llc.
Jake Owen is a financial advisor at BJO Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Walgreens for seven years and studied at Penn State University for four years. BJO Wealth Management provides portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies based on fundamental, cyclical, and technical analysis, managing approximately $26.5 million across 60 client relationships with a focus on discretionary assets.
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