DH
Denise Jaylene J. Howard
PARAMETRIC PORTFOLIO ASSOCIATES
Seattle, WA 98104
Some features on this profile are disabled
CRD#: 4868029
DH
Professional summary
Denise Jaylene Jaylene Howard, who also goes by Denise Jaylene Howard, Jaylene Howard, Denise Jaylene Joyce, Jaylene Joyce, is a registered financial advisor currently at PARAMETRIC PORTFOLIO ASSOCIATES located in Seattle, Washington and EATON VANCE DISTRIBUTORS, INC. located in Seattle, Washington.
Denise Jaylene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Denise Jaylene has worked at 5 firms and has passed the Series 66, Series 6TO, Series 3, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Denise Jaylene Howard | Jaylene Howard | Denise Jaylene Joyce | Jaylene Joyce
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)*483722 - Seattle Preparatory School; Investment related: No; Seattle, Washington; Education; Non-trustee member of the Investment/Finance Committee at Seattle Prep High School.(proprietor, partner, officer, director, employee, trustee, agent); 7/2018; During business hours: 1; After business hours: 0; Investment Decisions/Advice:Other 2)*483720- Gonzaga University; Investment related-No; Spokane, Washington; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 2; Investment Decisions/Advice 3) *641421 - Gonzaga University; Investment related-No; Spokane, Washington; Education; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 5; After business hours: 0; Other.
CRS (Client Relationship Summary) - RIA
Click below to view Denise Jaylene Jaylene 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
June 28, 2018 - Present
PARAMETRIC PORTFOLIO ASSOCIATES
Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104RIA
CRD#: 114310
Seattle, WA
Current
June 28, 2018 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104BD
CRD#: 37731
Seattle, WA
Past
September 16, 2016 - February 7, 2018
CANTERBURY CONSULTING INCORPORATED
RIA
CRD#: 22875
Seattle, WA
Past
January 26, 2006 - August 11, 2016
RUSSELL INVESTMENTS
RIA
CRD#: 105734
SEATTLE, WA
Past
January 24, 2005 - August 11, 2016
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
BD
CRD#: 21771
SEATTLE, WA
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".
PP
PARAMETRIC PORTFOLIO ASSOCIATES
PARAMETRIC | THE CLIFTON GROUP | PPA ACQUISITION CORP. I | PPA ACQUISITION CORP. | PARAMETRIC PORTFOLIO ASSOCIATES LLC | PARAMETRIC PORTFOLIO ASSOCIATES | PARAMETRIC CLIFTON
CRD#: 114310 / SEC#: 801-60485
RIA
Registered Investment Advisory firm - (8/17/2001 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
Alabama(6/28/2018)
RR
Alaska(6/28/2018)
RR
Arizona(6/28/2018)
RR
Arkansas(6/28/2018)
RR
California(6/28/2018)
RR
Colorado(6/28/2018)
RR
Connecticut(6/28/2018)
RR
Delaware(6/28/2018)
RR
District of Columbia(6/28/2018)
RR
Florida(6/28/2018)
RR
Georgia(6/28/2018)
RR
Hawaii(6/28/2018)
RR
Idaho(6/28/2018)
RR
Illinois(6/28/2018)
RR
Indiana(6/28/2018)
RR
Iowa(6/28/2018)
RR
Kansas(6/28/2018)
RR
Kentucky(6/28/2018)
RR
Louisiana(6/28/2018)
RR
Maine(6/28/2018)
RR
Maryland(6/28/2018)
RR
Massachusetts(6/28/2018)
RR
Michigan(6/28/2018)
RR
Minnesota(6/28/2018)
RR
Mississippi(6/28/2018)
RR
Missouri(6/28/2018)
RR
Montana(6/28/2018)
RR
Nebraska(6/28/2018)
RR
Nevada(6/28/2018)
RR
New Hampshire(6/28/2018)
RR
New Jersey(6/28/2018)
RR
New Mexico(6/28/2018)
RR
New York(6/28/2018)
RR
North Carolina(6/28/2018)
RR
North Dakota(6/28/2018)
RR
Ohio(6/28/2018)
RR
Oklahoma(6/28/2018)
RR
Oregon(6/28/2018)
RR
Pennsylvania(6/28/2018)
RR
Puerto Rico(6/28/2018)
RR
Rhode Island(6/28/2018)
RR
South Carolina(6/28/2018)
RR
South Dakota(6/28/2018)
RR
Tennessee(6/28/2018)
RR
Texas(6/28/2018)
RR
Utah(6/28/2018)
RR
Vermont(6/28/2018)
RR
Virginia(6/28/2018)
RR
Washington(6/28/2018)
IAR
Washington(6/28/2018)
RR
West Virginia(6/28/2018)
RR
Wisconsin(6/28/2018)
RR
Wyoming(6/28/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PP
PARAMETRIC PORTFOLIO ASSOCIATES
PARAMETRIC | THE CLIFTON GROUP | PPA ACQUISITION CORP. I | PPA ACQUISITION CORP. | PARAMETRIC PORTFOLIO ASSOCIATES LLC | PARAMETRIC PORTFOLIO ASSOCIATES | PARAMETRIC CLIFTON
CRD#: 114310 / SEC#: 801-60485
RIA
Registered Investment Advisory firm - (8/17/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
800 Fifth Avenue Suite 2800, Seattle, WA 98104
Mailing Address
Phone number
(206) 694-5500
Established
Firm type
Fiscal year end
# of Employees
1,006
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 201,647 |
| AUM (Assets Under Management) | $ 574,020,820,789 |
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.
