Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Jay Howard is a financial advisor with over 20 years of experience in the financial services industry. Mason is a registered representative with Kestra Investment Services, LLC, and an investment advisor representative with Kestra Advisory Services, LLC. Mason has held previous roles with Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Mason has earned the Chartered Financial Analyst (CFA) designation. Mason works with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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
TX
04/30/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MN
01/01/2002 - 11/28/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)
WI
09/19/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
07/14/1998 - 07/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/14/1998 - 07/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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