J. Burke "J.B." Howard
J. Burke "J.B." Howard is the founder and president of Merit Advisors, LLC, an independent financial advisory firm in Westerville, Ohio. With over 20 years of experience in the financial services industry, J.B. specializes in comprehensive retirement planning — helping clients create tax-efficient income strategies, manage investment risk and plan for legacy goals.
He holds the Registered Financial Consultant (RFC®), Chartered Life Underwriter (CLU®) and Certified Senior Advisor (CSA®) designations, and he is an Investment Adviser Representative registered with AE Wealth Management.
J.B. is passionate about financial literacy and believes in empowering clients to make "IDEAL" choices for their retirement.
When he's not advising clients, J.B. enjoys an active lifestyle outdoors on his Ohio homestead with his family.
Phone: 614.686.3748 | Email: info@meritadvisorsllc.com | Website: meritadvisorsllc.com
