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John Robert Howe

John R. Howe

GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY 14534
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CRD#: 6085199
John Robert Howe

Professional summary


John Robert Howe, CFP®, who also goes by John Robert Howe-wemett, is a registered financial advisor currently at GENERATION CAPITAL MANAGEMENT LLC located in Pittsford, New York.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Robert Howe-Wemett

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Robert Howe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2018

Experience


Current

November 4, 2021 - Present

GENERATION CAPITAL MANAGEMENT LLC

Office #1: 1163 Pittsford-victor Road #100, Pittsford, NY 14534
RIA
CRD#: 128523
Pittsford, NY
Past

August 14, 2020 - October 12, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
FAIRPORT, NY
Past

August 14, 2020 - October 12, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRPORT, NY
Past

August 2, 2013 - August 17, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ROCHESTER, NY
Past

July 19, 2013 - August 17, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ROCHESTER, NY
Past

October 16, 2012 - July 17, 2013

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GENERATION CAPITAL MANAGEMENT LLC
GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523 / SEC#: 801-70216

RIA
Registered Investment Advisory firm - (6/5/2009 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(11/4/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/30/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/1/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GC
GENERATION CAPITAL MANAGEMENT LLC
GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523 / SEC#: 801-70216

RIA
Registered Investment Advisory firm - (6/5/2009 Approved)
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Contact information


Main Address
1163 Pittsford-victor Road #100, Pittsford, NY 14534
Mailing Address
Phone number
(585) 232-8560
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/12/2025)

Regulatory assets under management


Total Number of Accounts406
AUM (Assets Under Management)$ 1,029,554,376

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523Pittsford, NY 14534

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