J.
Howard
Ae Wealth Management, LLC
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About this Advisor
J. Howard is a financial advisor based in Westerville, Ohio, working with Ae Wealth Management, LLC. J. Howard has previously held positions at Kestra Financial Services, Inc, Ae Wealth Management LLC, Goldberg, Clouse & Edgell, Lifepro Asset Management, and Merit Advisors, LLC. J. Howard has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, J. Howard is part of Ae Wealth Management, LLC, which operates out of Westerville, Ohio. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
J. Howard Work History
Ae Wealth Management LLC
Merit Advisors, LLC
Lifepro Asset Management
Kestra Financial Services, Inc
Goldberg, Clouse & Edgell
Disclosures
Please visit the SEC profile of J. Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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