JH
JH

Jody Daniel Howard

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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History

Regulatory History
Clean regulatory record

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.

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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
Org Partners
July 2021 - Present · 4 yrs 7 mos
Sanders Morris LLCBroker
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wealthshield Partners, LLC
August 2020 - July 2021 · 11 mos
Equitable Advisors, LLC
October 2009 - September 2020 · 10 yrs 11 mos
Equitable Advisors, LLCBroker
October 2009 - September 2020 · 10 yrs 11 mos
Signator Investors, INC.
March 2006 - November 2009 · 3 yrs 8 mos
Signator Investors, INC.Broker
February 1998 - November 2009 · 11 yrs 9 mos
State Registrations11 states
DCFLGAHIINNCOHSCTXUTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jody Daniel Howard - Financial Advisor | TrueAdvisor