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.

Current firm

LINCOLN INVESTMENT

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

Sep 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Nov 12, 2021

First registration

Mar 1, 2023

Dual registered

yes, broker-dealer

Other names

JACOB HOWLEY|JACOB Levi HOWLEY

IAPD individual key

7454489

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Jacob Levi Howley left Valic Financial Advisors, Inc. for Lincoln Investment (registered 2026-08-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:642fc635-d7b0-49fb-6227-72abfa7421a3

First observed

Mar 1, 2023

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.