Jody
Howard
Org Partners
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About this Advisor
Jody Howard is a financial advisor based in Roanoke, Indiana, working with Org Partners. Jody has previously held positions at Equitable Advisors, LLC, Sanders Morris Harris LLC, Org Partners, LLC, and Wealthshield Partners, LLC. Jody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana, North Carolina, South Carolina, and Texas. Currently, Jody is part of Org Partners, which operates out of Roanoke, Indiana. The firm has 11 offices and 22 employees. The firm manages assets totaling $983.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Org Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Org Partners Brokerage Details
$983,937,880
22
3,016
$326,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jody Howard Work History
Org Partners, LLC
Sanders Morris Harris LLC
Wealthshield Partners, LLC
Equitable Advisors, LLC
Disclosures
Please visit the SEC profile of Jody Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Org Partners
Roanoke, IN
Roanoke, IN
Dallas, TX
Roanoke, IN
Roanoke, IN
Dallas, TX
Brunswick, OH
Roanoke, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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