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Joshua Lee Howard

Advisory Services Network

West Chester, OH

Atlanta, GA

Eagleville, TN

CRD 8123900

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-21
TN RA APPROVED 2025-07-14
  • OH RA
    APPROVED
    Since 2025-07-21
  • TN RA
    APPROVED
    Since 2025-07-14

Branch Locations

8240 Beckett Park Drive Suite D, West Chester, OH 45069 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Eagleville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Howard Financial Services West Chester OH 08/2023 Present
Williamson County Schools Thompson Station TN 08/2020 08/2023
Marshall County Schools Chapel Hill TN 08/2017 08/2020
Williamson County Schools Brentwood TN 08/2006 08/2017
Advisory Services Network, Llc Atlanta GA 07/2025 Present
  • 08/2023 → Present
    Howard Financial Services
    West Chester, OH
  • 08/2020 → 08/2023
    Williamson County Schools
    Thompson Station, TN
  • 08/2017 → 08/2020
    Marshall County Schools
    Chapel Hill, TN
  • 08/2006 → 08/2017
    Williamson County Schools
    Brentwood, TN
  • 07/2025 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Other Businesses

1) Edpath: Tutor since Fall of 2019. 4568 Belle Valley Dr Pegram TN 37143. I work as an ACT math tutor for Edpath; time spent approx. 8 hours/month, 0 during trading hours. Not investment related. 2) Gary Howard, CPA: tax preparer since 08/2023. Doing tax preparation and tax planning services. Time spent 80 hours per month, 4 during trading hours. Not investment related activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-11
  • S65 Uniform Investment Adviser Law Examination
    2025-06-11
Other Names
  • Josh Howard

View on SEC IAPD

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