Broker Check
Jan Leonard, RFC®

Jan Leonard, RFC®

Financial Advisor

I started my professional career in Financial Services when I joined Owens Financial Group, Inc. in August of 2000. I now have over 14 years of experience working with clients in pursuing their financial goals. I find joy in building relationships with our clients and striving to meet their needs. My purpose is to help them make wise choices with their money so that they can focus on what’s important in their own lives. In following with the Owens Financial Group, Inc. mission statement, I apply Andy Stanley’s Principle of Path… “Direction, not Intention, determines your Destination.” 

I earned a Bachelor of Science Degree with a double major in Psychology and Sports Training from Berry College in Rome, GA. I hold my Series 6,7,24, and 66 security registrations as well as the following insurance licenses in the state of Georgia: Life, Accident, Sickness; Variable Products; and Property Casualty. I am an Investment Advisor Representative, Registered Representative, and Registered Principal with Cetera Advisors.

I live in Rome, GA with my husband, Tim and our two children, Will and Katie. I enjoy walking, scrapbooking, reading, camping, and spending time with my family and friends. I am an active member at Pleasant Valley North Baptist Church and believe that it is a blessing from the Lord to be in a position to serve others in my life and through my work.

 

  • Registered Financial Consultant (RFC®)
  • Registered Representative with Cetera Advisors
  • Securities Registrations (6, 7, 24, 63 & 66)
  • Insurance Licenses (Life, Accident & Sickness, Variable Products, P&C)
  • Berry College, B.S.