
JESSICA OWENS
Jessica Owens is a seasoned banker at J.P. Morgan Private Bank, where she specializes in working closely with entrepreneurs, entertainers, and enterprising wealth creators. With a dedication to guiding her clients through complex financial decisions and balance sheets, she has become a trusted advisor in the industry.
Before embarking on her banking career, Jessica spent a decade in management roles within the entertainment community. Her experience as a band tour manager and large-scale event planner for festivals and conferences, such as South By Southwest, provided her with unique insights into the financial needs of creative professionals and families in transition.
Prior to joining J.P. Morgan Private Bank, Jessica honed her expertise as a Financial Advisor at Merrill Lynch Wealth Management and as a Private Wealth Advisor at Goldman Sachs. Her diverse background has equipped her with the skills necessary to navigate the intricate world of wealth management.
Born and raised in Michigan, Jessica now proudly calls Texas home. She holds a B.A. from Grand Valley State University and earned her M.B.A. in 2019 from the University of North Carolina’s Kenan-Flagler Business School, with a focus on Capital Markets and Investments. Committed to continuous learning, she has pursued additional training in business transition and exit planning.
Outside of her professional life, she enjoys spending time with her husband—a musician turned attorney—and their beloved Bernese Mountain Dog. Together, they relish making noise at home, attending live events, and spending time with family and friends.
Jessica's passion for helping families navigate their financial journeys, combined with her extensive experience in both the entertainment and financial sectors, makes her an invaluable asset to her clients and a respected figure in the world of private banking.
Jessica Owens is a seasoned banker at J.P. Morgan Private Bank, where she specializes in working closely with entrepreneurs, entertainers, and enterprising wealth creators. With a dedication to guiding her clients through complex financial decisions and balance sheets, she has become a trusted advisor in the industry.
Before embarking on her banking career, Jessica spent a decade in management roles within the entertainment community. Her experience as a band tour manager and large-scale event planner for festivals and conferences, such as South By Southwest, provided her with unique insights into the financial needs of creative professionals and families in transition.
Prior to joining J.P. Morgan Private Bank, Jessica honed her expertise as a Financial Advisor at Merrill Lynch Wealth Management and as a Private Wealth Advisor at Goldman Sachs. Her diverse background has equipped her with the skills necessary to navigate the intricate world of wealth management.
Born and raised in Michigan, Jessica now proudly calls Texas home. She holds a B.A. from Grand Valley State University and earned her M.B.A. in 2019 from the University of North Carolina’s Kenan-Flagler Business School, with a focus on Capital Markets and Investments. Committed to continuous learning, she has pursued additional training in business transition and exit planning.
Outside of her professional life, she enjoys spending time with her husband—a musician turned attorney—and their beloved Bernese Mountain Dog. Together, they relish making noise at home, attending live events, and spending time with family and friends.
Jessica's passion for helping families navigate their financial journeys, combined with her extensive experience in both the entertainment and financial sectors, makes her an invaluable asset to her clients and a respected figure in the world of private banking.
, hs_object_source_label=IMPORT, url_slug=jessica-owens, lname=Owens, hs_object_source_id=40988521, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202023/OWENS-JESSICA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1701109256261, state=Texas, hs_was_imported=true, id=10913712308, designations__text_=CEPA, advisor_type=Financial Advisor, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Jessica Owens, email=jessica.owens@jpmorgan.com, associated_contact_record_id=22032701, website=jpmorgan.com/privatebank, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202023/6131_Owens_CEPA-Certificate-2023-November.pdf, pending_profile_information=, is_editable=editable, url_slug_2=jessica-owens, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/jessica-owens?impersonation=true, full_name=Jessica Owens, hs_lastmodifieddate=1760619084653, phone=(419) 265-2765, company_name=Merrill Lynch, name=Jessica, hs_object_id=10913712308, associated_resources=0, hs_object_source=IMPORT, postal_code=75206, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=24475105}- Advisor Type: Financial Advisor
- Website:
https://jpmorgan.com/privatebank - Phone: (419) 265-2765
- City: Dallas
- State: Texas
- Postal Code: 75206
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Merrill Lynch
JESSICA OWENS

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)