Howard Bailey Financial proudly announces that Jason Pruitt, Associate Advisor, has successfully passed the Series 65 exam. The Series 65 exam is a licensing exam administered by the Financial Industry Regulatory Authority (FINRA) and designed to assess the competency of individuals who wish to act as an Investment Adviser Representative (IAR) in providing investment advice to clients for a fee. This accomplishment marks a significant milestone in Pruitt’s journey towards becoming a Financial Advisor at Howard Bailey, embodying the values of dedication, self-leadership, and continuous learning.

"Passing the Series 65 exam was a moment of validation and accomplishment for me. It signifies a big step towards my aspiration of becoming a Financial Advisor," said Pruitt.

However, this is not just a milestone for Pruitt, it is a testament to Howard Bailey's commitment to "growing people who grow people." His progression aligns with the company's purpose-driven ethos, empowering him to serve Howard Bailey’s clients with purpose and dedication.

“Jason's accomplishment further equips him with the knowledge and abilities to serve our clients during his future advisory career with Howard Bailey," said Matt Chambers, Chief Operating Officer. "His dedication reflects our brand promises of delivering unique purpose driven strategies and personalized service every time."

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Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022 and 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.

Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers.

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