Joshua James Howard
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 statesRegistered in
$660.5BFirm assets
39 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2024 to now
- American Enterprise Investment Services Inc.Nov 2022 to Jun 2024
- Ameriprise Financial Services IncJun 2022 to Nov 2022
- American Enterprise Investment Services Inc.Nov 2020 to Jun 2022
- Ameriprise Financial Services IncJul 2017 to Nov 2020
- Northwestn MutualDec 2016 to May 2017
- Litigation ServicesJul 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NH, NY, RI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
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
- 6739641
- Firm CRD
- 6363