Jayson Owens has been Minority Owner of Bright Road Wealth Management since January 2022, is not listed as a control person, but directly owns between 25% and 50% of the firm.
Bright Road Wealth Management, LLC is an Anchorage, AK firm with $443M under management, 622 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Jayson Owens is Partner, Financial Advisor of Bright Road Wealth Management, with offices in Anchorage, Alaska and Tacoma, Washington. He focuses on comprehensive financial planning, sudden wealth issues and investment management. Before financial planning he had 15 years of small business management and strategic planning experience, and worked in outdoor adventure guiding and real estate investment management.
- – present · 10 yearsAnchorage, AK · Adviser representative · Firm CRD 164408
Professional designations
Listed by Bright Road Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jayson Owens is registered as an investment adviser representative in 3 states. The first approvals date from April 2016; the most recent are Alaska and Texas, in March 2025.
- AlaskaSince 6 March 2025
- TexasSince 6 March 2025
- WashingtonSince 22 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 February 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jayson Dee Owens
- CRD
- 6618470
- Firm
- Bright Road Wealth Management · CRD 164408
- Role
- Minority Owner
- Office
- 405 W. 36TH AVENUE, SUITE 212, Anchorage, AK 99503
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightroadwealth.com
Where does Jayson Owens work?
Jayson Owens has been Minority Owner of Bright Road Wealth Management, LLC since January 2022.
Is Jayson Owens a financial advisor?
Yes. Jayson Owens has a current investment-adviser registration in Alaska, Texas and Washington, through Bright Road Wealth Management since April 2016.
How many years of experience does Jayson Owens have?
Jayson Owens has 10 years in the financial industry, since April 2016, across 1 adviser firm.
What exams has Jayson Owens passed?
Jayson Owens passed the Series 65 in February 2016.
Where is Jayson Owens based?
Jayson Owens’ registered office is in Anchorage, AK.
Is Jayson Owens registered with FINRA?
No. Jayson Owens has no current broker registration.
Is Jayson Owens a CFP?
Bright Road Wealth Management lists Jayson Owens with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jayson Owens’ record?
Search CRD 6618470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jayson Owens’ full registration record.
