Jonathan David Howard
Investment adviser representative at Accurate Wealth Management, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Accurate Wealth Management, LLCSep 2021 to now
- Aag Capital IncSep 2021 to now
- Seacure Advisors LLCJun 2017 to Sep 2021
- Framestore VfxJan 2017 to Jun 2017
- Zoic StudiosOct 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, KY).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
6 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
- 4117552
- Firm CRD
- 298137