# Jeffrey Owens

> Jeffrey Owens is a fee-only financial advisor at Houston Wealth Advisers, LLC. in Houston, Texas. Houston Wealth Advisers, LLC. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-owens/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Houston Wealth Advisers, LLC.
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $57.4M across 542 accounts
- **CRD:** 6329034 (https://adviserinfo.sec.gov/individual/summary/6329034)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018), Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jeffrey Owens a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Houston Wealth Advisers, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Houston Wealth Advisers, LLC., reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Owens based?

Jeffrey Owens is based in Houston, Texas.

### Is Jeffrey Owens registered with the SEC?

Yes. Jeffrey Owens is registered as an investment adviser representative in TX (CRD 6329034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Houston Wealth Advisers, LLC. manage?

Houston Wealth Advisers, LLC. reports $57.4M across 542 accounts in assets under management.

### How do I contact Jeffrey Owens?

Contact details aren't on file yet. Search for Houston Wealth Advisers, LLC..

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6329034): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.