J. HowardCRD Number: 4616718
Current Firm: Lifepro Asset Management
J. Howard (CRD# 4616718) is an Investment Advisor Representative working at Lifepro Asset Management in Westerville, OH and has over 14 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Lifepro Asset Management||Westerville, OH||Jan 2018 - Current||< 1|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||2|
|Merit Advisors, LLC||Westerville, OH||Apr 2005 - Current||13|
|Dome Financial Services Ltd||Westerville, OH||Feb 2003 - Current||15|
|Amerus||Des Moines, IA||Jul 2002 - Current||15|
|Goldberg, Clouse & Edgell||Westerville, OH||Aug 2009 - Jan 2018||8|
|Nfp Securities, Inc.||Westerville, OH||Jun 2009 - Apr 2016||6|
|Merit Advisors, LLC||Westerville, OH||Mar 2005 - Jun 2009||4|
|Ameritas Investment Corp||Lincoln, NE||Dec 2002 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Total Assets Under Management16MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$16,180,900
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, IL, LA, MI, OH, TX, UT, VA, WA
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