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Howard Jewell Investment Research, LLC
Howard Jewell Investment Research, LLC is a highly reputable financial research firm that has been providing expert financial advice to clients for over a decade. Led by CEO and financial expert, Howard Jewell, the firm has gained a strong reputation in the industry for its comprehensive and personalized approach to investment research.
How does the advisor help clients – Key Takeaways:
- Howard Jewell Investment Research, LLC offers a range of financial services including investment research, portfolio management, and financial planning.
- The firm prides itself on its high level of expertise and personalized approach to each client’s unique financial goals.
- Howard Jewell and his team of advisors conduct thorough research and employ innovative strategies to help clients achieve their financial objectives.
Facts and Insights
As of 2021, Howard Jewell Investment Research, LLC manages over $500 million in assets for a diverse clientele of high-net-worth individuals, families, and institutions. The firm works with a team of 5 expert advisors with an average of 15 years of industry experience. This level of expertise allows the firm to offer valuable insights and recommendations to clients from various backgrounds and financial goals.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10+ years |
Financial Services Offered
- Investment research and analysis
- Portfolio management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
Client Types
Howard Jewell Investment Research, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and institutions. The firm understands that each client has unique financial goals and provides personalized services to meet their specific needs.
Fees & Compensation
The firm’s financial advisors are compensated through a fee-based structure, ensuring that their interests are aligned with those of their clients. This means that advisors earn a percentage of the assets under management, motivating them to deliver the best possible results for clients.
Background
Howard Jewell, the founder and CEO of Howard Jewell Investment Research, LLC, has over 20 years of experience in the financial industry. He is a highly respected financial expert, often featured in major publications and invited to speak at industry conferences.
Financial Advisor Disclosures to Know
Howard Jewell Investment Research, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a clean record, with no disciplinary actions or regulatory violations. Additionally, the firm has a fiduciary duty to act in the best interests of its clients, ensuring transparency and ethical practices at all times.