J. Howard, financial advisor Westerville OH
93 score

J. Howard

CRD 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.

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Company Name Location Dates Years
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
Contact Info for J. B. Howard
Phone Number: (888) 543-3776
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $16,180,900
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, ID, IL, LA, MI, OH, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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