Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Burke Howard is an investment advisor representative at AE Wealth Management, LLC. J. Burke Howard has over 19 years of experience in the financial services industry. J. Burke Howard is registered with the state of Ohio and has a Series 7 and Series 66 securities license. J. Burke Howard has been with AE Wealth Management, LLC since 2022. Previously, J. Burke Howard was with KESTRA INVESTMENT SERVICES, LLC and AMERITAS INVESTMENT CORP. J. Burke Howard is also the owner of Merit Advisors, LLC and Merit Benefits, LCC. J. Burke Howard specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. J. Burke Howard is also a board member of the Fellowship of Christian Athletes (Whole in One Ministry). J. Burke Howard's current employment is with AE Wealth Management, LLC. J. Burke Howard's previous employment includes KESTRA INVESTMENT SERVICES, LLC and AMERITAS INVESTMENT CORP. J. Burke Howard is licensed in Ohio and Texas. J. Burke Howard has a Series 7 and Series 66 securities license. J. Burke Howard has been in the financial services industry for over 19 years.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
05/24/2022 - Present
AE Wealth Management, LLC (Westerville OH)
OH
06/29/2009 - 01/11/2018
KESTRA INVESTMENT SERVICES, LLC (WESTERVILLE OH)
OH
01/09/2003 - 07/24/2009
AMERITAS INVESTMENT CORP. (WESTERVILLE OH)
BOTH
Issued 06/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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