Jody Howard, financial advisor Roanoke IN

Jody Howard

CRD Number: 2996883
Current Firm: Org Partners

Jody Howard (CRD# 2996883) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Org Partners, LLC Greenville, SC Jul 2021 - Current 1
Sanders Morris Harris LLC Greenville, SC Sep 2020 - Current 1
Wealthshield Partners, LLC Cary, NC Aug 2020 - Jul 2021 < 1
Equitable Advisors, LLC New York, NY Oct 2009 - Aug 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Jody D. Howard
Phone Number: 260-469-9173
Registered State(s):
  • IN
  • SC
By the Numbers
  • Total Assets Under Management
    455
    MILLIONS
  • Total Number of Accounts
    1,766
    ACCOUNTS
  • Average Account Value
    $257,820
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MO, MT, NC, NE, NH, NV, NY, OH, PA, SC, TX, VI, WA

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