Jeffrey
Howard
Salem Investment Counselors Inc
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About this Advisor
Jeffrey Howard is a financial advisor who works out of Winston Salem, North Carolina with a total of 23 years of relevant experience. Howard is on the advisory team at Salem Investment Counselors Inc. Howard has gained experience at Ultimus Fund Distributors, LLC and Salem Investment Counselors Inc. Howard has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina and Texas. Salem Investment Counselors Inc is a financial advisory company operating out of Winston Salem, NC. The firm has a total of 20 people on staff. It manages $3 billion in assets across its 2,704 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 2,704 accounts, 48% are held by high-net-worth investors who have at least $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules depend on which service is offered. Fees charged by Salem Investment Counselors Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Salem Investment Counselors Inc Brokerage Details
$2,995,104,546
20
2,704
$1,107,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeffrey Howard Work History
Jeffrey has been registered as a financial advisor for 23 years.*
Ultimus Fund Distributors, LLC
Salem Investment Counselors Inc
*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 Jeffrey 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 Salem Investment Counselors Inc
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
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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