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JH

Jack D. Howell

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CRD#: 1102096
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.

Jack Doyle Howell JR, who also goes by Jack Doyle Howell, was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1988. Jack had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Doyle Howell

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

February 20, 2017 - March 7, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
Aventura, FL
Past

July 19, 2001 - March 7, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
AVENTURA, FL
Past

December 20, 2000 - February 8, 2001

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL
Past

September 29, 1999 - January 26, 2001

STONEX FINANCIAL INC.

BD
CRD#: 45993
WINTER PARK, FL
Past

November 25, 1992 - February 20, 1999

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO
Past

March 22, 1991 - June 4, 1992

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 6, 1988 - May 17, 1989

INDIVIDUAL'S SECURITIES LTD.

BD
CRD#: 7279
HUNTINGTON, NY

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
IAR
Series 66
Date: 2/9/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/22/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/27/1992
General Securities Principal Examination

Current Firm


SI
SCOTTRADE INVESTMENT MANAGEMENT
SCOTTRADE INVESTMENT MANAGEMENT | SCOTTRADE INVESTMENT MANAGEMENT, INC.

CRD#: 169988 / SEC#: 801-79217

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Contact information


Main Address
700 Maryville Centre Drive, Saint Louis, MO 63141
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADVISOR ACCESS FROM SCOTTRADE INVESTMENT MANAGEMENT (1/2/2018)

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


SCOTTRADE INVESTMENT MANAGEMENT

CRD#: 169988

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