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Nolen Howe

8 Years of Experience
St. Louis, MO
2 DisclosuresBroker

Nolen Howe is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 8 years of industry experience. Nolen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2021
Final
Financial
February 2019
Final
Employment History
Current Registrations
Edward Jones
October 2023 - Present · 2 yrs 7 mos
Edward Jones
October 2023 - Present · 2 yrs 7 mos
Edward JonesBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Spire Wealth Management, LLC
March 2023 - October 2023 · 7 mos
Spire Securities, LLCBroker
March 2023 - October 2023 · 7 mos
Legacy Wealth Management INC.
December 2021 - March 2023 · 1 yr 3 mos
Spire Wealth Management, LLC
April 2020 - December 2021 · 1 yr 8 mos
Spire Securities, LLCBroker
April 2020 - December 2021 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
December 2019 - May 2020 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - February 2019 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2018 - February 2019 · 10 mos
Edward Jones
April 2017 - February 2018 · 10 mos
Edward JonesBroker
March 2017 - February 2018 · 11 mos
State Registrations51 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.
Nolen Howe - Financial Advisor | TrueAdvisor