Jayson Owens (CFP®)

Jayson Owens focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Federal Employees
  • Generation X
  • Investment Advice with Ongoing Management

Additional Information

Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these  parts make up the Wealth Management Equation.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Many financial advisors hold themselves out to be wealth managers. In reality, they only focus on the Investment Management portion of the equation, much to the detriment of their clients.

At Bright Road Wealth, we follow a Wealth Management Consultative process in order to make sure all of our clients goals are addressed in a clear, consistent manner.

NAPFA Start Date

May 08, 2018

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This Office

445 Broadway Denver, CO 80203 Phone: (720) 693-3233

Other Offices

1102 A St Suite 300 Tacoma, WA 98402 Phone: (253) 617-1635
405 West 36th Avenue Suite 212 Anchorage, AK 99503 Phone: (907) 339-1555 Fax: (888) 472-5078
14493 S. Padre Island Drive - Suite A #402, Corpus Christi, TX 78418 Phone: (361) 861-5292