Jonathan Howard is a CFP-designated registered investment advisor, based in Lakewood Ranch, FL, with 8 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
9040 Town Center Parkway, Lakewood Ranch, FL, 34202
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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
Jonathan is an independent insurance agent with Accurate Advisory Group, spending a few hours per week on this activity. He also works as an investment advisor representative with Accurate Wealth Management, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Aag Capital, INCBroker
Aag Capital, INC
Accurate Wealth Management, LLC
Previous Registrations
Seacure Advisors LLC
State Registrations13 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.
Exams
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