Jonathan Howard (CRD# 7146559) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 4 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Oak Capital LLC | Eagle, ID | Jan 2019 - Current | 5 |
| San Diego State University | San Diego, CA | Aug 2014 - Dec 2018 | 4 |
| Bird | San Diego, CA | Sep 2018 - Nov 2018 | < 1 |
| West Oak Capital LLC | Westlake Village, CA | Jun 2018 - Aug 2018 | < 1 |
| Emerald City | Coronado, CA | May 2017 - May 2018 | 1 |
| Laz | San Diego, CA | Oct 2016 - Feb 2017 | < 1 |
| Tpumps LLC | San Mateo, CA | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CA
- ID
- TX
-
Total Assets Under Management440MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$1,341,052
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, ID, LA, MT, TX, UT
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