Joseph D Howard

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2014 → 05/2017
  Pfs Investments Inc.
  Baton Rouge, LA
• 03/2014 → 05/2017
  Primerica Financial Services
  Baton Rouge, LA
• 05/2017 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2014-10-28 → 2015-08-12
  Pfs Investments Inc.
  Baton Rouge, LA
• 2005-07-06 → 2005-09-21
  Chase Investment Services Corp.
  West Monroe, LA
• 2003-01-21 → 2005-07-06
  Banc One Securities Corporation
  West Monroe, LA
• 2002-08-14 → 2003-01-13
  Equitable Advisors, Llc
  Monroe, LA

Other Businesses

Mike's Sawmill Type of business: Sawmill Downsville, LA Start date: 3/1/2013 Hand Hours per week: 0 Hours during trading: 0 Occasionally work around the sawmill. This may be running the mill on the weekends or constructing deer stands or tables for sale. Family Church West Monroe, LA Start date: 7/1/2019 Deacon Hours per week: 0 Hours during trading: 0 Advise and assist the Lead Pastor in areas related to the financial matters of Family Church, Claiborne Christian School, Preschool, and K4. Deacons are responsible for the Biblical functions of caring for the widows and the fatherless, and for administering a benevolence program.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-05

Other Names

• Joey Howard
• Joseph D Howard
• Joseph Howard
• Joseph Daniel Howard