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Jonathan David Howard

Accurate Wealth Management, LLC

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About Jonathan David Howard

Jonathan David Howard is a financial advisor with Accurate Wealth Management, LLC. Jonathan has been working in the financial services industry since 2018. Jonathan has passed the Series 65 and Series 63 exams and holds the CFP designation. Jonathan works with high-net-worth individuals and other individuals. Jonathan specializes in financial planning, selection of other advisors, and portfolio management for individuals. Jonathan is registered with the state of Florida as an Investment Advisor and as a Registered Representative in multiple states. Jonathan also has a branch office location in Lexington, KY and Lakewood Ranch, FL.

Firm Information

Jonathan Howard is currently registered with Accurate Wealth Management, LLC. Accurate Wealth Management, LLC is a Registered Investment Advisor with the SEC, headquartered in Wesley Chapel, FL. They offer financial planning, portfolio management for individuals, and selection of other advisors, and participate in wrap fee programs. The firm manages over $780,000,000 in assets for approximately 3,855 clients, primarily individuals, including high-net-worth individuals. They have a team of 26 licensed agents, 25 Investment Adviser Representatives, 21 registered representatives, and 28 investment advisory functions. You can learn more about their services at their website: https://accurateadvisorygroup.com/.
Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE

WESLEY CHAPEL, FL 33544

$780.49M

Assets Under Management

Not reported

Total Clients

36

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Howard’s Registration & Firm History

FL

09/15/2021 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

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Licenses & Designations

BC

Issued 11/15/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Howard.
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