Howard
Johnson
Iams Wealth Management, LLC
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About this Advisor
Howard Johnson is a financial advisor based in Rockwall, Texas, working with Iams Wealth Management, LLC. Howard has previously held positions at Lake Point Wealth Management, LLC, Sterling National Financial Group, Lake Point Advisory Group, LLC, Mercer Global Advisors, Lake Point Advisory Group, and Iams Wealth Management. Howard has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Howard is part of Iams Wealth Management, LLC, which operates out of Rockwall, Texas. The firm has 48 offices and 59 employees. The firm manages assets totaling $213.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and selection of other advisers. The fee structure at Iams Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Iams Wealth Management, LLC Brokerage Details
$213,238,892
59
1,652
$129,079
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
Howard Johnson Work History
Iams Wealth Management
Sterling National Financial Group
Mercer Global Advisors
Mercer Global Advisors
Lake Point Wealth Management, LLC
Lake Point Advisory Group
Lake Point Advisory Group, LLC
Disclosures
Please visit the SEC profile of Howard Johnson 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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