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JH

James V. Howe

LIBERTY CAPITAL MANAGEMENT
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 7415115
JH

Professional summary


James V. Howe, who also goes by James V Howe, James VIncent Howe, James Howe, Jamie Vincent Howe, is a registered financial advisor currently at LIBERTY CAPITAL MANAGEMENT INC located in Birmingham, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


James V Howe | James Vincent Howe | James Howe | Jamie Vincent Howe

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 James V. Howe'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®
None

Experience


Current

May 31, 2023 - Present

LIBERTY CAPITAL MANAGEMENT INC

Office #1: 401 S Old Woodward Avenue Ste 430, Birmingham, MI 48009
RIA
CRD#: 106063
Birmingham, MI
Past

September 20, 2022 - January 21, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SANDUSKY, MI
Past

September 2, 2022 - January 21, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SANDUSKY, MI
Past

April 29, 2022 - June 22, 2022

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

January 13, 2022 - February 18, 2022

TRINITY WEALTH SECURITIES, L.L.C.

BD
CRD#: 104348
Miami, FL
Past

August 2, 2021 - February 18, 2022

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Miami, 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".
LC
LIBERTY CAPITAL MANAGEMENT INC
LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063 / SEC#: 801-42852

RIA
Registered Investment Advisory firm - (12/8/1992 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
Michigan
(5/31/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/19/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/13/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


LC
LIBERTY CAPITAL MANAGEMENT INC
LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063 / SEC#: 801-42852

RIA
Registered Investment Advisory firm - (12/8/1992 Approved)
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Contact information


Main Address
401 S Old Woodward Avenue Ste 430, Birmingham, MI 48009
Mailing Address
Phone number
(248) 258-9290
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE-LIBERTY CAPITAL MANAGEMENT (3/2/2025)

Regulatory assets under management


Total Number of Accounts382
AUM (Assets Under Management)$ 752,155,577

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


LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063Birmingham, MI 48009

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