Edward Jones- Financial Advisor: Dave Owen, CEPA, AAMS

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Brigham City, UT
Edward Jones- Financial Advisor: Dave Owen, CEPA, AAMS

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Business owners and individual investors have a lot in common, and selecting your financial advisor is one decision that both need to consider.

Thank you for considering me as a partner you can trust. Having a financial advisor that understands your current situation and your goals makes the many transitions in life much smoother. Whether you are trying to create value in your business, looking to buy a home, finishing a great career, or living your best years in retirement. I want to understand what is most important to you to help you create a personalized financial strategy that supports your goals. The best financial strategy will be the one we create together and meet often to keep you on track, or adjust as life changes. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. I have also pursued the Certified Exit Planning Advisor® and Accredited Asset Management Specialist™ professional designations to better serve you. Before Edward Jones, I was an Information Technology professional for ten years with Northrop Grumman and America First Credit Union. After graduating from Weber State University, I received my graduate degree from the University of Utah. I've lived in Utah since I was two years-old. The freedom to experience all Utah has to offer (the people, the culture, the outdoors) is what keeps me here. Outside the office, I enjoy mountain biking in the various trail systems in the Northern Utah area. I am helping with a project to build a bike park in Perry, UT. I also enjoy good food and time with family and friends. I served in the Utah Air National Guard for 17 years. The most rewarding experiences I have had in life are those I've shared with my wife of over 17 years, Shina. We moved to Brigham City in 2019 and are raising five wonderful children in a great family-friendly community. I also co-host a friendly podcast called The Daves of Our Lives (we interview other Daves). I'd love to connect with the Daves of your lives. If you think I might be a good fit, give me a call for more information or to schedule your initial appointment.

11/04/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

11/03/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

11/01/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

10/28/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/21/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3U7cP0E

10/14/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/47Qx8CA

10/08/2026

A business owner recently asked me what I actually do.

He knows my title. He had a general idea of my work. But after I explained how I work with business owners and why, his response surprised me.

I won’t quote him directly, but the message was:

“You approach this differently. You’re more creative than other financial planners I’ve talked to.”

It made me realize something.

When you spend enough time immersed in a specialty, you start assuming everyone knows what you know.

For me, that means thinking about a business as more than something that generates income.

For most owners, it’s their largest asset.

So the planning can involve much more than investments: increasing enterprise value, funding ownership transitions, creating liquidity, evaluating exit options, coordinating retirement plans, and connecting all of it back to what the owner actually wants from their life.

That feels normal to me because I work in it every day.

I was reminded that it isn’t.

What expertise have you developed that you sometimes forget isn’t common knowledge?

10/07/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

Address

86 S Main Street
Brigham City, UT
84302

Telephone

+14353396283

Website

https://www.edwardjones.com/us-en/financial-advisor/dave-owen

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