Nancy Jane Howard
Investment adviser representative at Spectrum Asset Management Inc
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$657.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Spectrum Asset Management IncMar 2012 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Spectrum Asset Management Inc
$657.3MAssets managed
315Clients
8Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1786676
- Firm CRD
- 111007