J. B. Howard

AE WEALTH MANAGEMENT

Mount Vernon, OH 43050

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CRD#: 4616718

Professional summary

J. Burke Howard, CLU®, who also goes by J.b. Howard, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Mount Vernon, Ohio.

J. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. J. has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J.b. 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. Merit Advisors, LLC; Yes Investment Related; 501 West Shrock Rd. Suite 100, Westerville, OH 43081, Insurance, Owner; Start Date: 08/2016; 160 hours per month, 100 hours during trading; Financial Strategy and Insurance Sales. 2. Fellowship of Christian Athletes (Whole in One Ministry) Not Investment Related; 565 Metro Pl S #300, Dublin OH, 43017; Board Member; Start Date 01/2022; 04 hours a month; 00 hours a month during trading; Board member, goes to monthly meetings and assists in planning for fundraisers. 3. Fugezi Hills, LLC; Yes Investment Related; 7020 Newark Road Mt Vernon OH, 43050; Member; Start Date 01/2014; 08 hours a month; 00 hours a month during trading; Partnership and Capital Appreciation 4. Merit Benefits, LCC; Yes Investment Related; 501 West Shrock Rd. Suite 100, Westerville, OH 43229; Owner; Start Date 12/2019; 02 hours a month; 00 hours a month during trading; Employee Benefits Business offering health oriented insurance solutions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J. Burke Howard's CRS (Customer Relationship Summary).

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®

CLU^®

Chartered Life Underwriter

Experience

Current

May 24, 2022 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 126 E Vine St, Mount Vernon, OH 43050Office #2: 501 West Shrock Rd. Suite 100, Westerville, OH 43229

RIA

CRD#: 282580

Mount Vernon, OH

Past

January 15, 2018 - May 31, 2022

LIFEPRO ASSET MANAGEMENT

RIA

CRD#: 285252

Westerville, OH

Past

April 19, 2016 - January 11, 2018

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

WESTERVILLE, OH

Past

June 29, 2009 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

WESTERVILLE, OH

Past

June 29, 2009 - January 11, 2018

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

WESTERVILLE, OH

Past

October 2, 2003 - July 24, 2009

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

WESTERVILLE, OH

Past

January 9, 2003 - July 24, 2009

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

WESTERVILLE, OH

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".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/24/2022)

IAR

Texas
(5/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/3/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/8/2003

General Securities Representative Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

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.

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Advisor Monitoring

Firm Stability Insights

J. B. Howard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J. Burke Howard's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEPRO ASSET MANAGEMENT

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2003

SIE

Date: 1/11/2018

Series 7

Date: 1/8/2003

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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