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Denise jaylene Jaylene Howard

Parametric Portfolio Associates

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About Denise jaylene Jaylene Howard

Denise Jaylene Howard is a financial advisor with Parametric Portfolio Associates. Denise has over 17 years of experience in the financial services industry. Denise specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Denise holds the Series 3, 7, 66 and 6TO licenses and is registered in all 50 states as well as the District of Columbia and Puerto Rico. Denise is a Chartered Financial Analyst (CFA).

Firm Information

Denise jaylene Howard is currently registered with Parametric Portfolio Associates. Parametric Portfolio Associates is an investment advisor with offices in Seattle, Washington. They manage a range of investment portfolios for a diverse clientele, including individuals, families, corporations, and institutions. They have over $475 billion in regulatory assets under management. They offer a variety of investment advisory services, including portfolio management for individuals, families, businesses, and institutions, as well as portfolio management for pooled investment vehicles and investment companies. They also participate in wrap fee programs.
Parametric Portfolio Associates

800 FIFTH AVENUE

SEATTLE, WA 98104

$475.09B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Denise jaylene Howard’s Registration & Firm History

WA

06/28/2018 - Present

Parametric Portfolio Associates (SEATTLE WA)

WA

01/24/2005 - 08/11/2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 02/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/13/2018

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise jaylene Jaylene Howard.
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