Jacob Andrew P. Howeth

GENERATIONAL WEALTH ADVISORS

Richardson, TX 75080

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CRD#: 6704886

Professional summary

Jacob Andrew Patrick Howeth, who also goes by Jacob Andrew Howeth, Jacob Andrew Patrick Howeth Mr, Jacob Andrew Howeth, Jacobandrew Patrick Howeth, is a registered financial advisor currently at GENERATIONAL WEALTH ADVISORS located in Richardson, Texas.

Jacob Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacob Andrew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Andrew Howeth | Jacob Andrew Patrick Howeth Mr | Jacob Andrew Howeth | Jacobandrew Patrick Howeth

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 Jacob Andrew Patrick Howeth'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®

None

Experience

Current

April 10, 2026 - Present

GENERATIONAL WEALTH ADVISORS

Office #1: 3400 n. central expy Suite 100, Richardson, TX 75080

RIA

CRD#: 135145

Richardson, TX

Past

July 24, 2024 - November 19, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

February 18, 2022 - February 22, 2024

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Fort Worth, TX

Past

February 18, 2022 - February 22, 2024

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Fort Worth, TX

Past

February 11, 2021 - October 6, 2021

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

DALLAS, TX

Past

February 11, 2021 - October 6, 2021

FSC SECURITIES CORPORATION

CRD#: 7461

DALLAS, TX

Past

July 13, 2018 - February 10, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

September 27, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

November 7, 2016 - February 9, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FORT WORTH, TX

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".

GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC

CRD#: 135145 / SEC#: 801-67609

RIA

Registered Investment Advisory firm - (3/2/2007 Approved)

California

Registered Investment Advisory firm - (3/5/2007 Terminated)

Louisiana

Registered Investment Advisory firm - (3/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(4/10/2026)

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: 12/16/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2016

General Securities Representative Examination

Current Firm

GENERATIONAL WEALTH ADVISORS

GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC

CRD#: 135145 / SEC#: 801-67609

RIA

Registered Investment Advisory firm - (3/2/2007 Approved)

California

Registered Investment Advisory firm - (3/5/2007 Terminated)

Louisiana

Registered Investment Advisory firm - (3/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (3/8/2007 Terminated)

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Contact information

Main Address

3400 North Central Expressway Suite 100, Richardson, TX 75080

Mailing Address

Phone number

(972) 378-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENERATIONAL WEALTH ADVISORS FORM ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	576
AUM (Assets Under Management)	$ 392,535,549

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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Firm Stability Insights

Jacob Andrew P. Howeth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Andrew Patrick Howeth's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENERATIONAL WEALTH ADVISORS

FISHER INVESTMENTS

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GENERATIONAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2016

Current Firm

GENERATIONAL WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATIONAL WEALTH ADVISORS

TRUST BUT VERIFY

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