Jody HowardCRD 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.
Secure Asset Management, LLC
Raymond James & Associates, Inc.
Lincoln Financial Advisors Corporation
|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|
Total Assets Under Management455MILLIONS
Total Number of Accounts1,766ACCOUNTS
Average Account Value$257,820
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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