Trevor Jon Howard

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 03/2023
  Oppenheimer & Co Inc
  Leawood, KS
• 03/2023 → Present
  Raymond James & Associates, Inc
  Leawood, KS

Previous Registrations

• 2014-08-29 → 2023-03-17
  Oppenheimer & Co. Inc.
  Leawood, KS
• 2007-03-09 → 2014-09-09
  Ubs Financial Services Inc.
  Leawood, KS
  Overland Parks, KS
  Leawood, KS
• 2000-08-25 → 2007-03-12
  Morgan Stanley Dw Inc.
  Overlandpark, KS
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1999-06-18