Stephen James 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

• 10/2011 → Present
  Howard Financial Services, Ltd.
  Dallas, TX

Other Businesses

the name of the other business; Crane Harbor Acquisition Corp II. whether the business is investment-related; No the address of the other business; 1845 Walnut Street; Suite 1111, Philadelphia, PA 19103 The nature of the other business; SPAC formed to acquire a business in technology or hard asset space. your position; Director title, or relationship with the other business; Director the start date of your relationship; 11/1/2025 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 1 and briefly describe your duties relating to the other business; member of the board of directors and audit committee

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-20