John
Howells

Axa Advisors, LLC

CRD#1125350
Investment Advisor
in San Diego, CA
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About this Advisor

John Howells is a certified financial planner based in San Diego, California. Currently a registered advisor at Axa Advisors, LLC, Howells has 13 years of work experience in the financial advisory industry. Howells maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Howells can serve clients based out of California, Maryland, Washington, Colorado, Idaho, Montana, South Carolina, Utah and Virginia. Throughout their career, they have worked at Axa Advisors, LLC and Bauer Captain And Johnson. Axa Advisors, LLC is based out of San Diego, California, and has 844 additional brick-and-mortar locations in the nation. In aggregate, Axa Advisors, LLC manages $15 billion in assets throughout 52,116 client accounts and retains more than 5,774 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 8,811 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 34% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Axa Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11665 Avena Place Suite 209
San Diego, CA 92128

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$15,345,130,260

CA Average: $7,464,549,021
Total Number of Employees

5,774

CA Average: 88
Total Number of Accounts

52,116

CA Average: 3,892
Average Account Size

$294,442

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Howells Work History

John has 13 years of experience.

2012 - 2015 (3 years)

Bauer Captain And Johnson

2005 - Present (14 years)

Axa Advisors, LLC

Disclosures

John Howells has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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