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Our financial advice team


Jean-Charles Lebours, Private Wealth Advisor serving the San Diego, CA area - Ameriprise Advisors

Jean-Charles Lebours

CRPC, APMA

Private Wealth Advisor

Managing Director
OWL Wealth Management

An Ameriprise Private Wealth Advisor

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Domestic Partner Planning
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 66
  • California Life & Health

Education

  • Bachelor of Science, San Diego State University, 2005

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • OWL Wealth Management, Ameriprise Client Experience Award, 2021, 2022, 2023
  • OWL Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2022-2023

Professional associations

  • The San Diego French American Chamber of Commerce

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

- San Diego French-American Chamber of Commerce

- Habitat for Humanity Volunteer

-Feeding America

Interests

I enjoy traveling around the world with my amazing wife Kate. I also enjoy soccer, tennis, golf, art, and cooking. I am a gourmet food and wine enthusiast!