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Howard Jay Rappaport

Cornermen Financial, LLC

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About Howard Jay Rappaport

Howard Rappaport is an investment advisor representative with Cornermen Financial, LLC, a Registered Investment Advisor firm. Howard is registered with the state of Texas and has been in the industry since 2005. Howard has a strong background in financial planning and portfolio management for both individuals and businesses. He specializes in helping clients achieve their long-term financial goals. In addition to his work with Cornermen Financial, LLC, Howard also serves as a Director Educator for the Financial Education Institute, a 501(c)(3) non-profit organization.

Firm Information

Howard Rappaport is currently registered with Cornermen Financial, LLC. Cornermen Financial, LLC is a financial advisor based in SAN ANTONIO, TX. They manage $125,187,989 in client assets, primarily for individuals and charitable organizations. They offer financial planning, portfolio management, and selection of other advisors.
Cornermen Financial, LLC

1130 E. SONTERRA BLVD, SUITE 130

SAN ANTONIO, TX 78258

$125.19M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Howard Rappaport’s Registration & Firm History

TX

09/23/2022 - Present

Cornermen Financial, LLC (SAN ANTONIO TX)

TX

04/17/2013 - 10/20/2017

PROEQUITIES, INC. (SAN ANTONIO TX)

TX

05/23/2005 - 04/18/2013

SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 10/11/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Jay Rappaport.
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