Daniel B. Howell
CWA ASSET MANAGEMENT GROUP
Jacksonville, FL
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CRD#: 5256557
Professional summary
Daniel Baret Howell, CFP®, who also goes by Daniel B Howell, is a registered financial advisor currently at CWA ASSET MANAGEMENT GROUP located in Jacksonville, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel B 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.
OAA#: 15056 | ORG NAME:JBD VENTURE PROPERTIES LLC | ORG ADDR:JACKSONVILLE, FL, US | NATURE OF BUS:RESIDENTIAL REAL ESTATE RENTALS | INVST REL:N | TITLE:CO-MANAGER | DUTIES:MAKING SURE CURRENT PROPERTIES ARE RENTED, POTENTIALLY PURCHASING ADDITIONAL RENTAL PROPERTIES. | START DT:12/27/2011 | TOTAL HRS P/M:10 | SEC TRDNG HRS P/M:0.
DANIEL HOWELL | REALTOR | DANIEL B. HOWELL, REALTOR | RESIDENTIAL REAL ESTATE SALES | INVESTMENT-RELATED | 7970 LINKSIDE DRIVE JACKSONVILLE, FL 32256 | ASSISTING CLIENTS WITH BUYING AND SELLING RESIDENTIAL REAL ESTATE | BUSINESS STARTED: FEBRUARY 1, 2016 | DURING TRADING HOURS: 0 HOUR | OUTSIDE TRADING HOURS: 5 HOURS | EXPECTED TOTAL YEARLY COMPENSATION DERIVED FROM THE BUSINESS: 10% | THIS EMPLOYEE ACTIVITY WAS ALLOWED ON MAY 21, 2019 BY ANGELA STONE WITHIN THE PARAMETERS THAT DANIEL HOWELL WILL NO LONGER ACT AS REALTOR TO THE GENERAL PUBLIC AND WILL ONLY ACT ON BEHALF OF HIMSELF AND/OR HIS FAMILY | LICENSE CURRENTLY HELD AT FLORIDA HOMES REALTY & MORTGAGE.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Baret Howell'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®
CFP®
Start date: 2018
Experience
Current
April 22, 2022 - Present
CWA ASSET MANAGEMENT GROUP
RIA
CRD#: 158940
Jacksonville, FL
Past
June 4, 2019 - June 4, 2021
CAMARDA WEALTH ADVISORY GROUP
RIA
CRD#: 113784
FLEMING ISLAND, FL
Past
January 15, 2008 - October 8, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALTAMONTE SPRINGS, FL
Past
April 5, 2007 - October 7, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
ALTAMONTE SPRINGS, FL
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".
CA
CWA ASSET MANAGEMENT GROUP
BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS
CRD#: 158940 / SEC#: 801-79715
RIA
Registered Investment Advisory firm - (5/22/2014 Approved)Florida
Registered Investment Advisory firm - (5/23/2014 Terminated)Nebraska
Registered Investment Advisory firm - (5/23/2014 Terminated)North Carolina
Registered Investment Advisory firm - (5/23/2014 Terminated)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
Florida(4/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CWA ASSET MANAGEMENT GROUP
BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS
CRD#: 158940 / SEC#: 801-79715
RIA
Registered Investment Advisory firm - (5/22/2014 Approved)Florida
Registered Investment Advisory firm - (5/23/2014 Terminated)Nebraska
Registered Investment Advisory firm - (5/23/2014 Terminated)North Carolina
Registered Investment Advisory firm - (5/23/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9130 Galleria Court Third Floor, Naples, FL 34109
Mailing Address
Phone number
(239) 434-7434
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,702 |
| AUM (Assets Under Management) | $ 4,065,327,201 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/05/2025 | ||
| 12/20/2024 | ||
| 10/13/2023 | ||
| 12/09/2022 |
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.
