Jessica Howard

BTC FINANCIAL MANAGEMENT CO.

Cameron, MO 64650

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CRD#: 7994878

Professional summary

Jessica Howard, who also goes by Evans, is a registered financial advisor currently at BTC FINANCIAL MANAGEMENT CO. located in Cameron, Missouri.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jessica has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evans

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 Jessica 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®

None

Experience

Current

March 28, 2025 - Present

BTC FINANCIAL MANAGEMENT CO.

Office #1: 124 S Walnut St, Cameron, MO 64650

RIA

CRD#: 170305

Cameron, MO

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

Missouri
(3/28/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/27/2025

Uniform Investment Adviser Law Examination

Current Firm

BTC FINANCIAL MANAGEMENT CO.

CRD#: 170305 / SEC#:

Iowa

Registered Investment Advisory firm - (9/30/2025 Approved)

Missouri

Registered Investment Advisory firm - (5/1/2014 Approved)

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Contact information

Main Address

3606 Miller Street, Bethany, MO 64424

Mailing Address

Phone number

(660) 425-7285

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	333
AUM (Assets Under Management)	$ 38,546,309

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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Jessica Howard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BTC FINANCIAL MANAGEMENT CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2025

Current Firm

BTC FINANCIAL MANAGEMENT CO.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BTC FINANCIAL MANAGEMENT CO.

TRUST BUT VERIFY

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