Skip to main content

Our financial advice team


Jay B Howard, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Jay B Howard

MBA

Financial Advisor

OsborneKlein
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies

Education

  • Augustana College: Bachelor of Arts - BA, Accounting
  • University of Dallas: Masters of Business Administration - MBA

Previous experience

  • Partner and Director of Investment Strategies - SAA Financial, 2005 - 2014
  • Executive Director - J.P Morgan Private Bank, 2014 - 2017
  • Wealth Management Advisor, Senior Vice President - Fifth Third Bank, 2017 - 2019
  • Senior Financial Advisor, Senior Vice President - Merrill Lynch Wealth Management, 2019 - 2023
  • Financial Advisor - Edward Jones, 2023 - 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.