Owen Jefferson joined our team in 2024 after graduating from Penn State with a degree in Finance and a minor in Accounting. He holds his Pennsylvania Life and Health License, along with FINRA Series 7 and 66 Registrations allowing him to assist clients with their financial planning needs.
As a Financial Advisor, Owen is dedicated to helping individuals, families, and businesses build personalized financial strategies. His goal- oriented approach empowers clients to make informed financial decisions.
A lifelong Erie resident, Owen was a wrestler and coach for Seneca Bobcats and he enjoys being outdoors and spending his summer on the beautiful Lake Erie.