Crossbridge Financial Group

J. Brooks Howard, CFP^®
Senior Consultant

Designations and Licensing
CERTIFIED FINANCIAL PLANNER™, 1994
New York State Life, Health and Variable Insurance Licensed
FINRA Registrations:

NASD Series 7, 63, and 24 securities licenses as a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services throughCommonwealth Financial Network, Member FINRA/SIPC, A Registered Investment Advisor.

Business Experience
2007 - Present
Senior Consultant
Crossbridge Financial Group
Fairport, NY

1999 - 2007
Senior Consultant/Owner
Howard Consulting
Fairport, NY

1989 - 1999
District Manager, Financial Advisor
American Express Financial Advisors, Inc.
Rochester, NY

1980 - 1989
General Manager
Mason Stevens Pro Hardware
Ontario Center, NY

Professional Associations
Institute of Certified Financial Planners

Professional Recognition
American Express Financial Advisors Leadership Award: 1996, 1997
American Express Financial Advisors Quality of Advice Recognition Award: 1995, 1996, 1997, 1998
American Express Financial Advisors Presidents Award for Quality of Advice: 1996, 1997, 1998
American Express Financial Advisors Mercury Award—nine-time winner

Professional Contributions
Oversight Quality of Advice Reviewer for Southeast United States
Financial Advisory Services Specialist, Upstate New York
National facilitator for Financial Planning Technology Support
National facilitator for New Advisor Development
Host, Financial Week in Review (biweekly radio show)

Community Service
ALS Association Upstate NY Chapter, Past President, Trustee
Rochester YMCA Invest in Youth Campaign
Fairport Pop Warner Football, Board Member
Fairport Little League, Manager, Coach
Pittsford YMCA Sharks Swim Team, Coach, Lifeguard
Locust Hill Junior Golf, Committee Member

back to top