Jesse
Howie

Beacon Capital Management, Inc

CRD#5487516
Investment Advisor
in Dayton, OH

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About this Advisor

Jesse Howie is a financial advisor working out of Dayton, Ohio, with 1 year of industry experience. Howie is an advisor for Beacon Capital Management, Inc. Throughout their career, they have worked at Sammons Financial Network, Spc, Sammons Retirement Solutions and Beacon Capital Management, Inc. Howie holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Iowa. Beacon Capital Management, Inc is a financial advisory firm that has its headquarters in Dayton, OH. It oversees $5 billion in total assets between its 16,372 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 16,372 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial management fees typically are based on the financial services offered. However, fee types billed by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

7777 Washington Village Drive Suite 280
Dayton, OH 45459

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,922,296,385

OH Average: $2,106,341,625
Total Number of Employees

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Jesse Howie Work History

Jesse has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Beacon Capital Management, Inc

2015 - Present (9 years)

Sammons Retirement Solutions

2011 - Present (13 years)

Sammons Financial Network

2012 - 2021 (9 years)

Spc

2011 - 2015 (4 years)

Sammons Retirement Solutions

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jesse Howie 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 Beacon Capital Management, Inc

Emily Damman
Dayton, OH
Vincent Gaglione
Dayton, OH
Isaiah Stegman
Sac City, IA
Brett Agnew
Dayton, OH
Tyler Mays
Dayton, OH
Brian Thomson
Dayton, OH
Thomas Corner
Dayton, OH
John Henseler
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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