j.c howard

j.c howard

wealth advisor

About

J.C. helps successful people articulate their financial goals and develop a strategy to accomplish those goals.

Country

united states

City

pittsburgh

Industry

financial services

Skill

financial planning, wealth management, insurance planning strategies, investment services, financial needs analysis, retirement planning, investment management, estate planning, budgeting, tax planning

Experience

pwa wealth management

wealth advisor

pwa wealth management

2019-6 - Present · 7 yrs 4 mos
ati financial services, llc

financial advisor

ati financial services, llc

2017-11 - 2019-6 · 1 yr 8 mos
axiall corporation

professional intern

axiall corporation

2015-5 - 2015-8 · 4 mos

Tested Axiall’s new Cash Flow Report in SAP and reported invoice errors Converted Natrium Plant Maintenance PDFs to Excel Documents Assisted PricewaterhouseCoopers consultants with various data cleansing and formatting tasks

lincoln investment

financial advisor

lincoln investment

2017-1 - 2019-6 · 2 yrs 6 mos
axa advisors

financial consultant

axa advisors

2016-8 - 2017-1 · 6 mos

As a financial consultant, J.C. Howard aims to empower his clients to make informed decisions and take effective action toward meeting their specific goals. What’s distinctive about his approach is a focus on objective guidance. J.C. can offer you a broad range of options for your individual and business needs through: Investment Services – Asset Accumulation Strategies, Short and Long-Term Goals Risk Management – Wealth Preservation Strategies, Income and Family Protection Retirement Benefits – 403(b) Planning J.C. has earned his life, accident, and health insurance license and FINRA Series 7 and 66 securities registrations. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Retirement Benefits Group is a specialized division of AXA Advisors, LLC.

Education

north allegheny high school

north allegheny high school

2008-1 - 2012-1 · 4 yrs 1 mo

Activities and Societies: Varsity Basketball Player, President of German Club

saint vincent college

saint vincent college

management

2012-1 - 2016-1 · 4 yrs 1 mo

Major in Finance with a focus on Investment Management Minor in Entrepreneurship Activities and Societies: Member of the Basketball Team, Member of the Operational Excellence Club, Member of the Finance Club

j.c howard's Contact Information

Email

******@***.com

Phone

(**) *** ****

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