Jason Howard
Rocklin,CA
Summary
Passionate financial service leader specializing in building and leading best in class service teams. Deep knowledge of brokerage operations, forging strong partnerships across business lines and employee development.
Overview
23
23
years of professional experience
1
1
Certification
Work History
VP, Private Client Investment Associate Manager
J.P. Morgan Wealth Management
Sacramento, California
05.2024 - Current
- Developed and led strategic direction for advisor support, focusing on recruitment and training.
- Supervised over 50 private client investment associates, cultivating a high-performance culture.
- Collaborated with divisional and regional leadership to align priorities and enhance execution.
- Executed recruiting strategy, increasing team headcount by 35% to bolster business growth.
- Streamlined operations to improve efficiency and consistency across regions and markets.
- Coached and mentored team members to enhance collaboration and accountability.
VP, Regional Brokerage Support Manager
Wells Fargo Advisors
Walnut Creek, CA
04.2023 - 04.2024
- Motivated and supervised registered client associate team to execute daily operational functions for over 100 employees across 30 locations.
- Collaborated with leadership to coordinate and implement key business initiatives for registered client associates and financial advisors.
- Supported onboarding and training of registered client associates through one-on-one coaching and group workshops.
- Promoted open communication and best practice sharing to enhance client experience.
- Provided supervisory oversight for resolving operational escalations efficiently.
- Served as liaison among registered client associates, financial advisors, and internal business partners.
- Led recruiting and hiring activities across the region to build a strong team.
VP, Affluent Business Manager
Wells Fargo & Company
San Francisco, CA
11.2018 - 04.2023
- Executed affluent customer strategy across San Francisco and Portland regions.
- Motivated and developed sales team of 30+ licensed senior premier bankers to deliver comprehensive banking services.
- Led sourcing and recruiting efforts for talented licensed premier bankers and financial advisors.
- Collaborated across various business lines to enhance client experience and improve business outcomes.
- Elevated individual performance through direct coaching, mentoring, and accountability measures.
- Communicated bank policies and procedures to ensure compliance and support oversight.
AVP, Branch Manager
Wells Fargo & Company
San Francisco, CA
03.2013 - 11.2018
- Transformed operations of San Francisco's flagship branch with 28 employees, managing over $150 million loan portfolio and $450 million in deposits.
- Motivated wealth management team, including senior premier banker, two licensed bankers, two financial advisors, and two home mortgage consultants.
- Strengthened partnerships with private bank, business banking, and wealth management to address complex client needs.
- Conducted regular performance appraisals through verbal, written, and ongoing review programs.
- Ensured compliance with bank and legal guidelines related to risk control and money handling.
Premier Banker/Assistant Manager
Wells Fargo & Company
Palos Verdes, CA
02.2010 - 03.2013
- Conducted comprehensive relationship reviews to identify client needs and develop tailored solutions.
- Collaborated with specialists to deliver full balance sheet banking services.
- Motivated branch personnel in absence of branch manager to ensure smooth operations.
- Assigned tasks to employees while assessing work for accuracy and timeliness.
Supervisory Training Officer
Department of Homeland Security
Los Angeles, CA
11.2002 - 09.2008
- Executed comprehensive overhaul of department-wide instruction program.
- Assessed training needs through employee surveys and interviews.
- Developed tailored training programs for diverse federal agency staff.
- Facilitated effective workshops on compliance and safety regulations.
- Directed key training sessions to qualify personnel in security protocols.
- Served as trusted subject matter expert for onboarding new and veteran employees.
- Led initiatives to enhance overall training effectiveness across the department.
Skills
- Reliability and trustworthiness
- Performance management
- Recruitment and hiring
- Strategic planning
- Business development
- Critical thinking
- Employee engagement
- Risk management
Certification
- FINRA Registration - SIE, series 63, 65, 7, 9 & 10 licenses
- California State Life Insurance
Timeline
VP, Private Client Investment Associate Manager
J.P. Morgan Wealth Management
05.2024 - Current
VP, Regional Brokerage Support Manager
Wells Fargo Advisors
04.2023 - 04.2024
VP, Affluent Business Manager
Wells Fargo & Company
11.2018 - 04.2023
AVP, Branch Manager
Wells Fargo & Company
03.2013 - 11.2018
Premier Banker/Assistant Manager
Wells Fargo & Company
02.2010 - 03.2013
Supervisory Training Officer
Department of Homeland Security
11.2002 - 09.2008