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KH

Kevin K. Howard

HOWARD JEWELL INVESTMENT RESEARCH
Lorton, VA
Some features on this profile are disabled
CRD#: 1833717
KH

Professional summary

Kevin K Howard is a registered financial advisor currently at HOWARD JEWELL INVESTMENT RESEARCH, LLC located in Lorton, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kevin has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Kevin K Howard's CRS (Customer Relationship Summary).

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

Current

April 9, 2020 - Present

HOWARD JEWELL INVESTMENT RESEARCH, LLC

RIA
CRD#: 307130
Lorton, VA
Past

January 3, 2017 - December 2, 2024

CARVER CAPITAL, LLC

RIA
CRD#: 286097
LORTON, VA
Past

March 31, 2016 - December 6, 2016

DI BIASIO & EDGINGTON, INC.

RIA
CRD#: 125001
BURKE, VA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(4/9/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/31/2016
Uniform Investment Adviser Law Examination

Current Firm

HJ
HOWARD JEWELL INVESTMENT RESEARCH, LLC
HOWARD JEWELL INVESTMENT RESEARCH, LLC

CRD#: 307130 / SEC#:

Virginia
Registered Investment Advisory firm - (3/12/2020 Approved)
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Contact information

Main Address
Richmond, VA
Mailing Address
Phone number
(703) 690-3259
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

HOWARD JEWELL INVESTMENT RESEARCH, LLC

CRD#: 307130Lorton, VA

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