Jon Owen is a financial advisor with Coastal Wealth, based in Fort Myers, FL. He grew up on a farm in North Central Montana and farmed until age 38. He now focuses on helping ag families pass the farm to the next generation without leaning on the outgoing generation's retirement to fund it.

Registered with FINRA. Jon's registration and history were reviewed on FINRA BrokerCheck (CRD #7470689), with no disclosures on record. Last checked November 2026. This listing covers Jon's own practice, not Coastal Wealth as a company.

Jon grew up on a farm in North Central Montana and farmed until age 38. He now focuses on helping ag families pass the farm to the next generation without leaning on the outgoing generation's retirement to fund it.