Unclaimed
Janelle Howell is a financial advisor with over 27 years of experience in the industry. She currently works for J.p. Morgan Institutional Investments Inc., a firm based in New York, NY. Janelle has a broad range of experience, having worked for several financial institutions, including Russell Investments Financial Services, LLC, John Hancock Funds, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lincoln Financial Distributors, Inc. She holds the Series 6, 7, 63, and 65 licenses and has passed the Securities Industry Essentials Examination.
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.
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.
1
2
NY
05/10/2021 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
WA
12/19/2018 - 04/21/2021
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
MA
05/08/2012 - 01/07/2019
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NY
10/23/2009 - 04/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WA
12/15/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
12/11/2007 - 12/31/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (SEATTLE WA)
NY
06/10/2006 - 12/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
03/14/2005 - 05/08/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
05/24/1996 - 06/02/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NY
05/16/1994 - 02/14/1996
SMITH BARNEY INC. (NEW YORK NY)
MO
04/28/1993 - 09/15/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/28/1992 - 03/31/1993
AMERICAN CAPITAL MARKETING, INC.
IA
Issued 01/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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