James Harrison Owen II
Investment Adviser Representative at OWEN Larue Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Harrison Owen II is an investment adviser representative with OWEN Larue Financial Group in Elizabethtown, KY, where they have been registered since 2017. They have worked in the securities industry since 2008 and have been registered with 5 firms, including LPL Financial LLC and Private Advisor Group, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Kentucky.
Registrations & licenses
- Investment adviser:
- Kentucky
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCApr 2014 – Sep 2017Elizabethtown, KY
- Private Advisor Group, LLCMay 2014 – Sep 2017Morristown, NJ
- Owen LaRue Financial GroupSep 2017 – no end date reportedElizabethtown, KY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About OWEN Larue Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investments (including IRAs, brokerage accounts, annuities, and government securities), financial planning (including retirement, tax, 401(k), 403(b), college, estate, and profit sharing plans), and insurance (disability income, life, and long-term-care insurance). It also educates clients about financial concepts and products, covering investing, insurance, estate conservation, and wealth preservation.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Elizabethtown, KY
- SEC file number:
- 801-111041
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at OWEN Larue Financial Group
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Harrison Owen II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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