Jeffrey Claude Howard
Investment adviser representative at Salem Investment Counselors Inc
30 yearsExperience
2 statesRegistered in
$4.2BFirm assets
47 yearsFirm in business
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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
30 years in the industry.
- Ultimus Fund Distributors, LLCOct 2000 to now
- Salem Investment Counselors IncJan 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Salem Investment Counselors Inc
$4.2BAssets managed
1,361Clients
13Advisers
47 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
- 2745266
- Firm CRD
- 104855