JH
JH

Jamie Howells

8 Years of Experience
Farmington Hills, MI
Broker

Jamie Howells is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 8 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

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jamie is the owner of JJNL Investments LLC, managing a single account to invest in a tech company. This activity requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - August 2022 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - August 2022 · 5 yrs 1 mo
State Registrations16 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.