HW
CFA
HW
CFA

Howard Wedemeyer

16 Years of Experience
Houston, TX
Broker

Howard Wedemeyer is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe, Suite 4300, 4125, Houston, TX, 77057

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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 Activities

Howard is an investor in Dominion Bancshares, Inc. since 2018. He dedicates minimal time to this activity and has no responsibilities.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2015 - Present · 11 yrs 2 mos
Raymond James & Associates, INC.Broker
October 2012 - Present · 13 yrs 11 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
October 2009 - March 2013 · 3 yrs 5 mos
State Registrations14 states
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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.