Justin Howard (CRD# 2888565) is an Investment Advisor Representative working at Howard Wealth Management, LLC in Madison, CT and has over 26 years of experience in the finance industry. Justin Howard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Howard Wealth Management, LLC | Madison, CT | Aug 2018 - Current | 5 |
| Apw Capital, Inc. | Parsippany, NJ | Mar 2007 - Dec 2018 | 11 |
| Cherry Street Partners | Madison, CT | Apr 2003 - Dec 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- CT
-
Total Assets Under Management291MILLIONS
-
Total Number of Accounts879ACCOUNTS
-
Average Account Value$330,489
- 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
- Pension consulting services
- Educational seminars/workshops
- Other
CA, CO, CT, FL, IL, LA, MA, NH, NJ, NY, TX
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