Jeffrey Howden (CRD# 4628383) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 21 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Asheville, NC | Feb 2022 - Current | 2 |
| Altavista Wealth Management | Asheville, NC | Sep 2015 - Jan 2022 | 6 |
| Waldron Wealth Management, LLC | Asheville, NC | Feb 2006 - Jul 2015 | 9 |
| Waldron Wealth Management, LLC | Pittsburgh, PA | Apr 2000 - Jul 2015 | 15 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- NC
-
Total Assets Under Management31,280MILLIONS
-
Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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