Jake Howell
Financial Planner for families and entrepreneurs
- Role
- Financial Advisor at Eagle Strategies
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jake Howell
I serve families and businesses in their pursuit of unique goals and objectives. To do this, we (Howell Financial Group) start by asking a lot of questions, so we can better understand what is most important to each client. Then we present customized solutions to create a path toward those goals. I work with people from all different backgrounds, industries, and levels of financial literacy. Because my work is so personal and relational, the people (and stories) I enjoy working with the most are those who see money as a resource to be stewarded and managed… rather than simply a thing to spend or accumulate.I help people align their use of capital (time, money, energy, attention) with what\'s most important to them.Call me at 97••••••58, email me at j••••••@howellfinancial.com, and visit our website to see if I can help in the progression of your offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither Howell Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Howell Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.12400 Coit Rd Ste 1250 Dallas, TX 75251Office: 97••••••91Text: 97••••••91My Arkansas Insurance license number is 19••••21.
Experience
Financial Advisor
Jan 2024 — Present
Offering investment advisory services through Eagle Strategies LLC.
Education
University of Missouri-Columbia
Bachelor of Science in Business Administration, Marketing, Economics
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.