Jacob Andrew P. Howeth
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jacob Andrew Patrick Howeth, who also goes by Jacob Andrew Howeth, Jacob Andrew Patrick Howeth Mr, Jacob Andrew Howeth, Jacobandrew Patrick Howeth, was a registered financial professional .
Jacob Andrew is a previously registered financial professional and started their career in finance in 2016. Jacob Andrew had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 24, 2024 - November 19, 2025
FISHER INVESTMENTS
February 18, 2022 - February 22, 2024
CUSO FINANCIAL SERVICES, L.P.
February 18, 2022 - February 22, 2024
CUSO FINANCIAL SERVICES, L.P.
February 11, 2021 - October 6, 2021
FSC SECURITIES CORPORATION
February 11, 2021 - October 6, 2021
FSC SECURITIES CORPORATION
July 13, 2018 - February 10, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 27, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
November 7, 2016 - February 9, 2021
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
FISHER INVESTMENTS
CRD#: 107342 / SEC#: 801-29362
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FISHER INVESTMENTS
CRD#: 107342 / SEC#: 801-29362
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 422,516 |
| AUM (Assets Under Management) | $ 386,669,724,038 |
Red Flags
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