TrueAdvisor
TrueAdvisor
JH
JH

Jesse Howie

Beacon Capital Management, INC.
16 Years of Experience
Dayton, OH
Broker
View SEC Summary
View SEC Summary

Jesse Howie is a registered investment advisor at Beacon Capital Management, INC., based in Dayton, OH, with 16 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 10,456 clients with $4.3B in assets under management.

Beacon Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
10,456 clients
Average Client Portfolio
$407K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.55%
$500K - $1.0M0.35%
$1M+0.15%

Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7777 Washington Village Drive, Suite 280, Dayton, OH, 45459

Get directions

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.

Learn about disclosures →
Other Business Activities

Jesse is the owner and managing member of Circle H Management, LLC, established in 2025 to collect passive tillable farm rental income. This activity requires minimal time.

Employment History
Current Registrations
Beacon Capital Management, INC.
February 2022 - Present · 4 yrs 8 mos
Sammons Financial Network, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Spc
December 2012 - November 2021 · 8 yrs 11 mos
Edward Jones
June 2010 - January 2011 · 7 mos
Edward JonesBroker
May 2010 - January 2011 · 8 mos
Directed Services LLCBroker
July 2008 - September 2009 · 1 yr 2 mos
State Registrations8 states
CTIAMAMENHNYRIVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Dayton, OH →All financial advisors in Ohio →