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John Robert Howe

John R. Howe

HAMEWITH WEALTH
PITTSFORD, NY
Some features on this profile are disabled
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 HAMEWITH WEALTH 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 5 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).

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

February 25, 2026 - Present

HAMEWITH WEALTH

RIA
CRD#: 339975
PITTSFORD, NY
Past

November 4, 2021 - February 10, 2026

GENERATION CAPITAL MANAGEMENT LLC

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

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
(2/25/2026)

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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/2012
General Securities Representative Examination

Current Firm

HW
HAMEWITH WEALTH
HAMEWITH WEALTH | HAMEWITH WEALTH, LLC

CRD#: 339975 / SEC#:

New York
Registered Investment Advisory firm - (2/25/2026 Approved)
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Contact information

Main Address
Pittsford, NY
Mailing Address
100 S Clinton Ave 24th Floor, Rochester, NY 14604
Phone number
(585) 478-1889
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

HAMEWITH WEALTH

CRD#: 339975Pittsford, NY

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