Jeffrey David Howlett

Current Employers

Employment History

• 06/2018 → 06/2024
  Securities America, Inc.
  Grand Rapids, MI
• 05/2013 → 06/2018
  Jeff Jr. Design Llc
  Jenison, MI
• 03/2021 → 06/2024
  Securities America Advisors
  Grand Rapids, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Grand Rapids, MI

Previous Registrations

• 2021-03-09 → 2024-06-14
  Securities America Advisors, Inc.
  Grand Rapids, MI

Other Businesses

1. THE MASTER'S FINANCIAL GROUP OF MICHIGAN - DBA 2. MASTERS WEALTH MANAGEMENT POSITION: Advisor NATURE: This is our new DBA that we run our advisory and term life insurance business through. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 151 START DATE: 06/24/2024 ADDRESS: 11253 Tallmadge Woods Dr NW, Grand Rapids MI 49534, United States DESCRIPTION: fee based financial advisor who works with clients on financial planning. We charge an AUM 1% fee. On the life insurance side, if a client needs term insurance we are appointed with Kansas City Life and have them go through underwriting with Kansas City Life and offer them a policy if needed. 3. CITY OF HUDSONVILLE POSITION: Zoning/Construction Board of Appeals and Loan Officers' Compensation Commission NATURE: It is the City of Hudsonville, public service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2026 ADDRESS: 3275 Central Blvd, Hudsonville MI 49426, United States DESCRIPTION: Zoning/Construction Board of Appeals - Member Term 3 years Hears appeals from property owners regarding inability to use their property for the uses that are permitted by right in the zoning district applicable, authorizes dimensional variances when appropriate. Also hears appeals from property owners seeking variance from requirements of construction codes. Meets 4x per year Local Officers' Compensation Commission - Term 5 years Determines the salaries of all local elected officials. Meets 1x per year

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-05
• S63 Uniform Securities Agent State Law Examination
  2018-08-01

Other Names

• Jeffrey Howlett