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RIA / WealthAdvisor10 years in industry

JACOB ANDREW PATRICK HOWETH

Advisor at GENERATIONAL WEALTH ADVISORS

Richardson, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 27, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENERATIONAL WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 16, 2016
First registration: Sep 27, 2017
Dual registered: no
Other names: JACOB ANDREW HOWETH|JACOB ANDREW HOWETH|JACOB ANDREW PATRICK HOWETH|JACOB ANDREW PATRICK HOWETH|JacobAndrew Patrick Howeth
IAPD individual key: 6704886

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENERATIONAL WEALTH ADVISORS	Independent wealth	Apr 10, 2026	n/a	yes	Richardson, TX	Current employment
FISHER INVESTMENTS	Independent wealth	Jul 24, 2024	Nov 19, 2025	no	PLANO, TX	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 18, 2022	Feb 22, 2024	no	Fort Worth, TX\|Arlington, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 11, 2021	Oct 6, 2021	no	DALLAS, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Feb 10, 2021	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 27, 2017	Jul 13, 2018	no	WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	GENERATIONAL WEALTH ADVISORS	Nov 19, 2025	Apr 10, 2026	142	Firm change	RIA to RIA
CUSO FINANCIAL SERVICES, L.P.	FISHER INVESTMENTS	Feb 22, 2024	Jul 24, 2024	153	Firm change	Ibd to RIA
FSC SECURITIES CORPORATION	CUSO FINANCIAL SERVICES, L.P.	Oct 6, 2021	Feb 18, 2022	135	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FSC SECURITIES CORPORATION	Feb 10, 2021	Feb 11, 2021	1	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (6)

→ GENERATIONAL WEALTH ADVISORSRegistered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jul 24, 2024 to Nov 19, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 18, 2022 to Feb 22, 2024factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 11, 2021 to Oct 6, 2021factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Feb 10, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 27, 2017 to Jul 13, 2018factForm ADV

Dated events

Occurred
Nov 19, 2025
Advisor changed firm
Jacob Andrew Patrick Howeth left Fisher Investments for Generational Wealth Advisors (registered 2026-04-10)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2024
Advisor changed firm
Jacob Andrew Patrick Howeth left Cuso Financial Services, L.P. for Fisher Investments (registered 2024-07-24)
Form ADVobserved 6 days ago