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JH

John N. Howe

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CRD#: 1058686
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Nelson Howe, who also goes by Jay Nelson Howe, Jay Howe, John Howe, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 7 firms and has passed the Series 63, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay Nelson Howe | Jay Howe | John Howe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 9, 2004 - December 31, 2013

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
TUCSON, AZ
Past

April 23, 1996 - December 31, 2013

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
TUCSON, AZ
Past

October 1, 1992 - May 2, 1996

PACIFIC HARBOR SECURITIES, INC.

BD
CRD#: 8755
HIGHLAND, UT
Past

November 19, 1991 - October 6, 1992

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

April 26, 1990 - November 15, 1991

ADMINISTRATIVE SYSTEMS, INC.

BD
CRD#: 13812
SEATTLE, WA
Past

February 28, 1989 - January 16, 1990

METROPOLITAN NORTHWEST SECURITIES, INC.

BD
CRD#: 23123
Past

September 21, 1987 - December 8, 1989

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
RICHMOND, VA
Past

October 20, 1983 - September 9, 1987

N.A. SECURITIES CORPORATION

BD
CRD#: 10369
MERCER ISLAND, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/20/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


KF
KMS FINANCIAL SERVICES, INC.
KMS FINANCIAL SERVICES, INC | KMS FINANCIAL SERVICES, INC.

CRD#: 3866 / SEC#: 801-11375, 8-15433

BD
Terminated by SEC on 01/17/2021
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Contact information


Main Address
2001 Sixth Ave Ste 2801, Seattle, WA 98121
Mailing Address
Phone number
Established
Washington since 11/21/1969
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

KMS ADV PART 2A BROCHURE 10-16-2020 (10/16/2020)

Direct owners and executive officers


NamePositionCRD#
ADVISOR GROUP HOLDINGS, INC.SHAREHOLDER
BRETON, BERNARD ANDRECHIEF COMPLIANCE OFFICER2030660
FORD, ERINN JUNEPRESIDENT & CEO2176816
HARRINGTON, LINDA LEEVICE PRESIDENT OF ADVISORY COMPLIANCE4173014
SIMS, JEFFREY SCOTTCFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER3247374
ZELLERHOFF, MARK CHRISTOPHERSENIOR VICE PRESIDENT OF OPERATIONS2853977

Disclosures


Regulatory Event12
Arbitration3
Bond2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KMS FINANCIAL SERVICES, INC.

CRD#: 3866

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