portrait of Jenny Owens

About Jenny

I do what I do because someone did it for my parents.

I was fortunate enough to have parents who, while hoping for the best, were also pragmatic enough to plan for the worst. When "the worst" happened – my father dying unexpectedly at 41 – all the careful planning my parents had done provided our family with the security of keeping our home and our lifestyle. The reason that planning was in place was because a financial advisor once reached out to a young, professional couple and helped them make sure they were on the right track.

I first came to...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • New Investors
  • LGBTQ+ Finances

Work History

  • Edward JonesJanuary 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Puget SoundBachelor of Arts

Personal Interests

  • Drawing
  • Hiking
  • Reading
  • Rock Climbing
  • Yoga

Team Members

  • Payton Reeder
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

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