John R. Howe

GENERATION CAPITAL MANAGEMENT LLC

Pittsford, NY 14534

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CRD#: 6085199

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.

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^®

Certified Financial Planner

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

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

CRD#: 19616

ROCHESTER, NY

Past

October 16, 2012 - July 17, 2013

MANNING & NAPIER INVESTOR SERVICES, INC.

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/30/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2012

General Securities Representative Examination

Current Firm

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

SEC notice filing (4 States and Territories)

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 Accounts	406
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.

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Advisor Monitoring

Firm Stability Insights

John R. Howe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MANNING & NAPIER INVESTOR SERVICES, INC.

Primary Firm SEC Registration

GENERATION CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2012

Series 7TO

Date: 7/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2012

Current Firm

GENERATION CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATION CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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