Andrew Lane Howard

Employer firm

Betterwealth LLC CRD 226661

$660M regulatory AUM

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

• 01/2004 → 07/2017
  Edward Jones
  St. Louis, MO
• 07/2017 → Present
  Betterwealth Llc
  San Jose, CA

Previous Registrations

• 2007-07-05 → 2017-07-25
  Edward Jones
  Scotts Valley, CA
  Los Gatos, CA

Other Businesses

Los Gatos Union School District: Trustee; non-investment-related; Start date: 12/19/2024; Provides governance and oversight of the School District, including hiring, supervising and evaluating the Superintendent; Approx 8hrs/mo during trading hours. Rental property management/oversight; Not investment-related; Multiple physical locations; Start date: 3/1/2013; Owner; Approx 4hrs/mo during trading hours; Property maintenance, review bank statements, correspond with property managers regarding tenants, taxes, repairs and deposits

Exams

• S66 Uniform Combined State Law Examination
  2007-07-03
• S63 Uniform Securities Agent State Law Examination
  2004-03-26

Designations

• Certified Financial Planner