John T Howard

Employer firm

Howard Financial Services, Ltd. CRD 107978

$1.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → Present
  Howard Financial Services, Inc.
  Dallas, TX

Other Businesses

Name of the other business: Camp John Marc Foundation Whether the business is investment-related: Yes Address of the other business: 2929 Carlisle St #355, Dallas, TX 75204 The nature of the other business; Foundation for Camp John Marc, a camp for disabled or impaired children. Position: Board Member Title, or relationship with the other business: Board Member Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-10
• S63 Uniform Securities Agent State Law Examination
  2001-05-08