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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brisbin Howden is a registered Investment Advisor Representative at Beacon Pointe Advisors, LLC, based in Asheville, NC. Jeffrey has been in the financial services industry for over 22 years, with previous experience at Waldron Wealth Management, LLC, Purshe Kaplan Sterling Investments, Altavista Wealth Management, and LPL Financial LLC. Jeffrey holds the Series 66, Series 7, and Series 24 licenses and has a strong track record of providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Beacon Pointe Advisors is a well-established firm with over 200 employees that provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Consulting 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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NC
03/01/2022 - Present
Beacon Pointe Advisors, LLC (Asheville NC)
PA
03/01/2013 - 01/02/2015
PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)
NC
03/10/2003 - 03/12/2013
LPL FINANCIAL LLC (ASHEVILLE NC)
BOTH
Issued 03/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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