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Justin Scott Howard

Howard Wealth Management, LLC

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About Justin Scott Howard

Justin Howard is a financial advisor with over 20 years of experience in the industry. Justin is a Certified Financial Planner™ professional and has been registered with the state of Connecticut since 2018. He is currently associated with Howard Wealth Management, LLC. Previously Justin was associated with APW Capital, Inc., United Securities Alliance, Inc., Walnut Street Securities, Inc., Hartford Equity Sales Company Inc., and Lockwood Financial Services, Inc. Justin is licensed to provide investment advice in Connecticut.

Firm Information

Justin Howard is currently registered with Howard Wealth Management, LLC. Howard Wealth Management, LLC is an investment advisor with 290.5 million dollars in regulatory assets under management. The firm provides advisory services to individuals, corporations, and pension and profit-sharing plans. They offer financial planning, asset allocation, advisory consulting, family office and wealth planning, and educational seminars. The firm has 1 licensed agent, 2 investment adviser representatives, and 2 investment advisory functions.

$290.50M

Assets Under Management

25

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation, advisory consulting, family office & wealth planning

Asset allocation, advisory consulting, family office & wealth planning

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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Justin Howard’s Registration & Firm History

CT

11/05/2018 - Present

Howard Wealth Management, LLC (MADISON CT)

NJ

03/15/2007 - 12/07/2018

APW CAPITAL, INC. (ROCKAWAY NJ)

CT

04/08/2005 - 02/27/2007

UNITED SECURITIES ALLIANCE, INC. (MADISON CT)

CA

05/28/2003 - 04/11/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

CT

03/15/2002 - 04/30/2003

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

PA

05/15/1997 - 07/05/2000

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

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Licenses & Designations

BC

Issued 07/25/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Scott Howard.
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