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RIA / WealthAdvisorCertified Financial Planner28 years in industry

BRADLEY HEATH OWENS

Advisor at LJI WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:d6647720-d4d3-1c1f-387a-7bd2bdc584e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Nov 6, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LJI WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 17, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 17, 1998
First registration: Nov 6, 2002
Dual registered: no
Other names: BRADLEY OWENS|BRAD OWENS|BRADLEY HEATH OWENS|BRADLEY HEATH OWENS
IAPD individual key: 2514692

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LJI WEALTH MANAGEMENT, LLC	Independent wealth	Mar 5, 2012	n/a	yes	INDIANAPOLIS, IN	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Feb 28, 2012	no	INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 8, 2009	Dec 31, 2011	no	FISHERS (INDIANAPOLIS), IN\|FISHERS (INDIANAPOLIS), IN\|Indianapolis, IN\|INDIANAPOLIS, IN\|Indianapolis, IN	Previous registration
LJI WEALTH MANAGEMENT, LLC	Independent wealth	Nov 4, 2008	Sep 30, 2009	no	INDIANAPOLIS, IN	Previous registration
OBS FINANCIAL	Former SEC adviser	Jul 17, 2007	Jan 26, 2009	no	INDIANAPOLIS, IN\|CONCORD, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Dec 8, 2005	no	CHICAGO, IL	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Mar 17, 2003	Jul 6, 2005	no	INDIANAPOLIS, IN	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Nov 6, 2002	Feb 25, 2003	no	FISHERS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	LJI WEALTH MANAGEMENT, LLC	Feb 28, 2012	Mar 5, 2012	6	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 31, 2011	Jan 3, 2012	3	Bulk transfer	Other
LJI WEALTH MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 30, 2009	Oct 8, 2009	8	Firm change	Other
OBS FINANCIAL	LJI WEALTH MANAGEMENT, LLC	Jan 26, 2009	Nov 4, 2008	-83	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	OBS FINANCIAL	Dec 8, 2005	Jul 17, 2007	586	Firm change after gap	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other
CUSO FINANCIAL SERVICES, L.P.	BANC ONE SECURITIES CORPORATION	Feb 25, 2003	Mar 17, 2003	20	Firm change	Other

Relationships

Registered with (7)

→ LJI WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 4, 2008 to Sep 30, 2009factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Feb 28, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 8, 2009 to Dec 31, 2011factForm ADV
→ OBS FINANCIALRegistered adviserregistration: previous registration
Jul 17, 2007 to Jan 26, 2009factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Dec 8, 2005factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 17, 2003 to Jul 6, 2005factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Nov 6, 2002 to Feb 25, 2003factForm ADV

Dated events

No dated event names this entity yet.