Alexis Jill Howard
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions
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
11 years in the industry.
- Raymond James & Associates, Inc.Sep 2025 to now
- Wells Fargo Clearing Services, LLCMar 2019 to Sep 2025
- Key Investment ServicesDec 2018 to Mar 2019
- KeybankNov 2018 to Mar 2019
- LPL Financial LLCFeb 2018 to Nov 2018
- Mountain America Credit UnionAug 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6899537
- Firm CRD
- 705