Daniel Owens has been an investment adviser representative at Juncture Wealth Strategies since May 2026, and is not listed among the firm’s executive officers or direct owners.
Juncture Wealth Strategies, LLC is a Scottsdale, AZ firm with $474M under management, 462 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Dan Owens is Senior Wealth Advisor of Juncture Wealth Strategies. He has more than 25 years of experience advising individuals and families, spanning financial planning, private banking, investment management, and trust and estate planning. He collaborates with tax and legal professionals to implement clients' plans.
Daniel Owens’ longest registration was 6 years at Cobiz Wealth (2013–2019). Before joining Juncture Wealth Strategies in 2026, Daniel Owens was registered through Elk River Wealth Management LLC and Bok Financial Private Wealth, Inc.
- – present · under a yearScottsdale, AZ · Adviser representative · Firm CRD 298110
- Elk River Wealth Management LLC– · 6 yearsPhoenix, AZ · Adviser representative · Firm CRD 307263
- Bok Financial Private Wealth, Inc.– · under a yearDenver, CO · Adviser representative · Firm CRD 106733
- Cobiz Wealth– · 6 yearsPhoenix, AZ · Adviser representative · Firm CRD 125910
- Banc One Securities Corporation– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 16999
Investment adviser representative registrations
Daniel Owens is registered as an investment adviser representative in Arizona, since May 2026.
- ArizonaSince 7 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 6 March 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 2009 |
| Series 7 | General Securities Representative Examination | 27 July 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Evan Owens
- CRD
- 4695142
- Firm
- Juncture Wealth Strategies · CRD 298110
- Office
- 8777 E. VIA DE VENTURA, SUITE 120, Scottsdale, AZ 85258
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- juncturewealth.com
Where does Daniel Owens work?
Daniel Owens is an investment adviser representative registered through Juncture Wealth Strategies, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Owens a financial advisor?
Yes. Daniel Owens has a current investment-adviser registration in Arizona, through Juncture Wealth Strategies since May 2026.
How many years of experience does Daniel Owens have?
Daniel Owens has 15 years in the financial industry, since January 2011, across 5 adviser firms.
What exams has Daniel Owens passed?
Daniel Owens has passed 4 licensing exams: the Series 7, Series 63, Series 65 and SIE. The earliest, the Series 7, was passed in July 2009.
Where did Daniel Owens work before Juncture Wealth Strategies?
Before Juncture Wealth Strategies, Daniel Owens was registered through Elk River Wealth Management LLC, March 2020 to May 2026; Bok Financial Private Wealth, Inc., July 2019 to April 2020; Cobiz Wealth, October 2013 to December 2019; Banc One Securities Corporation, August 2003 to May 2006.
Where is Daniel Owens based?
Daniel Owens’ registered office is in Scottsdale, AZ.
Is Daniel Owens registered with FINRA?
No. Daniel Owens has no current broker registration.
How can I verify Daniel Owens’ record?
Search CRD 4695142 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Owens’ full registration record.
