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Jacob Andrew Patrick Howeth

Generational Wealth Advisors

Richardson, TX

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Current Employers
Generational Wealth Advisors

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

3400 N. Central Expy Suite 100, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Westlake TX 08/2016 02/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2021
Fsc Dallas TX 02/2021 10/2021
Unemployed Dallas TX 11/2021 01/2022
Cuso Financial Services, Lp San Diego CA 02/2022 02/2024
Fisher Investments Plano TX 07/2024 11/2025
Retire Simply South Lake TX 02/2026 03/2026
Generational Wealth Advisors Richardson NY 04/2026 Present
Unemployed Dallas TX 11/2025 01/2026
Unemployed Dallas TX 03/2024 06/2024
  • 08/2016 → 02/2021
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 07/2018 → 02/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2021 → 10/2021
    Fsc
    Dallas, TX
  • 11/2021 → 01/2022
    Unemployed
    Dallas, TX
  • 02/2022 → 02/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2024 → 11/2025
    Fisher Investments
    Plano, TX
  • 02/2026 → 03/2026
    Retire Simply
    South Lake, TX
  • 04/2026 → Present
    Generational Wealth Advisors
    Richardson, NY
  • 11/2025 → 01/2026
    Unemployed
    Dallas, TX
  • 03/2024 → 06/2024
    Unemployed
    Dallas, TX
Previous Registrations
  • 2024-07-24 → 2025-11-19
    Fisher Investments
    Plano, TX
  • 2022-02-18 → 2024-02-22
    Cuso Financial Services, L.P.
    Fort Worth, TX
    Arlington, TX
  • 2021-02-11 → 2021-10-06
    Fsc Securities Corporation
    Dallas, TX
  • 2018-07-13 → 2021-02-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-09-27 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-16
  • S66 Uniform Combined State Law Examination
    2016-12-16
Other Names
  • Jacob Andrew Howeth
  • Jacob Andrew Howeth
  • Jacob Andrew Patrick Howeth
  • Jacob Andrew Patrick Howeth
  • Jacobandrew Patrick Howeth

View on SEC IAPD

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