Jonathan D. Owens, MBA in

Jonathan D. Owens, MBA

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Financial Advisor at Prudential Financial
📍 Indianapolis, Indiana, United States

Jonathan D. Owens is a Financial Advisor at Prudential, where he focuses on delivering honest service and creating customized financial strategies. He specializes in understanding client needs through a thorough fact-finding process and providing a variety of insurance and financial products. He earned his Bachelors Degree from DePauw University.

Based on his deep roots in Indiana, having attended both high school and university in the state, Jonathan likely maintains strong community ties and an interest in local events. He is passionate about financial education and making it an essential part of life planning for his clients.

Unique fact: Jonathan is licensed to sell life insurance, health insurance, and fixed annuities across more than a dozen different states.

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Current Role
Financial Advisor
Location
Indianapolis, Indiana, United States
Personality Overview

How Jonathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jonathan cares about

Financial Education
His personal mission is to be a trusted resource who believes financial education is an essential part of life planning for his community.
Client Protection
He specializes in helping clients meet their protection needs through a variety of insurance products, a key part of his role at Prudential.
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Career

Work history

7-2023
Financial Advisor
Prudential Financial
9-2019 - 7-2023
Executive Director - Market Director, Wealth
JPMORGAN CHASE BANK NA
4-2016 - 9-2019
Manager, Financial Services
Prudential Financial
2-2015 - 4-2016
Associate General Agent
OneIndiana Financial Group
1-2014 - 1-2015
Registered Representative
Foresight Financial Management
In the press

Media appearances

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Education
2000 - 2004
Bachelor's Degree
DePauw University
1996 - 2000
High School
Brebeuf Jesuit
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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