Jody Howard
Jody Howard is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Dallas, TX, with 28 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
5001 Spring Valley Road, Suite 810W, Dallas, TX, 75244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jody is an independent insurance agent through One Resource Group since 2005, selling fixed and variable insurance products as well as accident and health insurance, dedicating minimal time. Jody is also a Registered Representative with Sanders Morris Harris, LLC since 2020, dedicating minimal time.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Sanders Morris LLCBroker
Previous Registrations
Org Partners
Wealthshield Partners, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.