James Howe has been an investment adviser representative at Liberty Capital Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
Liberty Capital Management Inc is a Birmingham, MI firm with $849M under management, 160 clients and 3 advisers in one office, as of its February 2026 filing.
James Howe’s longest registration is the current one, 3 years at Liberty Capital Management since 2023. Before joining Liberty Capital Management in 2023, James Howe was registered through J.P. Morgan Securities LLC and Florida Financial Advisors, Inc.
- – present · 3 yearsBirmingham, MI · Adviser representative · Firm CRD 106063
- J.P. Morgan Securities LLC– · under a yearSandusky, MI · Adviser representative · Firm CRD 79
- Florida Financial Advisors, Inc.– · under a yearMiami, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
James Howe is registered as an investment adviser representative in Michigan, since May 2023.
- MichiganSince 31 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 13 January 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2021 |
| SIE | Securities Industry Essentials Examination | 16 April 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- James V. Howe
- CRD
- 7415115
- Firm
- Liberty Capital Management · CRD 106063
- Office
- 401 S OLD WOODWARD AVENUE, STE 430, Birmingham, MI 48009
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does James Howe work?
James Howe is an investment adviser representative registered through Liberty Capital Management Inc since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is James Howe a financial advisor?
Yes. James Howe has a current investment-adviser registration in Michigan, through Liberty Capital Management since May 2023.
How many years of experience does James Howe have?
James Howe has 4 years in the financial industry, since April 2022, across 3 adviser firms.
What exams has James Howe passed?
James Howe has passed 4 licensing exams: the SIE, Series 65, Series 6TO and Series 63. The earliest, the SIE, was passed in April 2021.
Where did James Howe work before Liberty Capital Management?
Before Liberty Capital Management, James Howe was registered through J.P. Morgan Securities LLC, September 2022 to January 2023; Florida Financial Advisors, Inc., August 2021 to February 2022.
Where is James Howe based?
James Howe’s registered office is in Birmingham, MI.
Is James Howe registered with FINRA?
No. James Howe has no current broker registration.
How can I verify James Howe’s record?
Search CRD 7415115 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Howe’s full registration record.