JH
Jody D. Howard
ORG PARTNERS
Greenville, SC 29615
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CRD#: 2996883
JH
Professional summary
Jody Daniel Howard, who also goes by Jody D Howard, is a registered financial advisor currently at ORG PARTNERS located in Greenville, South Carolina and SANDERS MORRIS LLC located in Greenville, South Carolina.
Jody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jody has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jody D Howard
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.
1) One Resource Group; Investment Related; Insurance Brokerage Business; start date: 05/19/2005; 13548 Zubrick Rd, Roanoke IN 46783; Independent insurance agent for the purpose of selling fixed and variable insurance products as well as accident and health insurance through various insurance carriers; 30 minutes/day devoted, 30 minutes/day devoted during securities trading hours. 2) Sanders Morris Harris, LLC; Investment Related; Insurance Brokerage Business; start date: 09/2020; 600 Travis St Suite 5900, Houston TX 77002; Registered Representative; 15 minutes/day devoted; 15 minutes/day devoted during securities trading hours. 3) Greenfield Pines LLC DBA for RIA with ORG Partners. This is to capture income from ORG partners.
CRS (Client Relationship Summary) - RIA
Click below to view Jody Daniel 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®
NoneExperience
Current
July 30, 2021 - Present
ORG PARTNERS
Office #1: 770 Pelham Rd, Greenville, SC 29615RIA
CRD#: 312728
Greenville, SC
Current
September 4, 2020 - Present
SANDERS MORRIS LLC
Office #1: 770 Pelham Road, Greenville, SC 29615RIA
BD
CRD#: 20580
GREENVILLE, SC
Past
August 28, 2020 - July 30, 2021
WEALTHSHIELD PARTNERS, LLC
RIA
CRD#: 169584
Greenville, SC
Past
October 29, 2009 - September 2, 2020
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
GREENVILLE, SC
Past
October 29, 2009 - September 2, 2020
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
GREENVILLE, SC
Past
March 31, 2006 - November 2, 2009
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
GREENVILLE, SC
Past
February 18, 1998 - November 2, 2009
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
GREENVILLE, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(4/18/2022)
RR
Florida(9/4/2020)
RR
Georgia(9/4/2020)
RR
Hawaii(9/4/2020)
IAR
Indiana(8/2/2021)
RR
North Carolina(9/4/2020)
IAR
North Carolina(8/25/2023)
RR
Ohio(9/4/2020)
RR
South Carolina(9/4/2020)
IAR
South Carolina(7/30/2021)
IAR
Texas(8/24/2023)
RR
Utah(5/4/2021)
RR
Wisconsin(9/4/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
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Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ORG PARTNERS
CRD#: 312728Greenville, SC 29615TRUST BUT VERIFY
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