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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay B Howard is a financial advisor at Ameriprise Financial Services, LLC. Jay has been in the financial industry for 15 years. Jay has experience working with a range of clients, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jay holds multiple professional licenses and designations including Series 6, 7, 9, 10, 63, and 65. Jay provides financial planning, asset allocation services, portfolio management, and educational seminars to help clients reach their financial goals.
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.
Asset allocation services
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
MI
08/26/2024 - Present
Ameriprise Financial Services, LLC (PORTAGE MI)
MI
07/14/2023 - 08/29/2024
EDWARD JONES (DEARBORN MI)
MI
12/02/2019 - 07/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
09/25/2017 - 12/06/2019
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
09/22/2014 - 09/13/2017
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
08/30/2012 - 08/28/2014
RESOURCE HORIZONS GROUP LLC (TROY MI)
MI
04/03/2012 - 08/29/2012
LEONARD & COMPANY (TROY MI)
OH
07/31/2012 - 08/03/2012
L.M. KOHN & COMPANY (CINCINNATI OH)
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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