John
Howe
Generation Capital Management LLC
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About this Advisor
John Howe is a certified financial planner based in Pittsford, New York, who has 2 years of industry experience. Howe currently works for Generation Capital Management LLC. During their career, the advisor has held roles at Manning & Napier Advisors, LLC, Manning & Napier Investor Services, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial and Generation Capital Management LLC. Howe maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New York. Generation Capital Management LLC is a registered investment business operating out of Pittsford, NY. It manages $841 million in total assets across its 293 client accounts, making it one of the larger firms in the nation by assets under management. Of its 293 client accounts, 27% belong to high-net-worth investors who have more than $1 million in assets. Generation Capital Management LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules largely are based on the services provided. Fee types charged by Generation Capital Management LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Generation Capital Management LLC Brokerage Details
$840,494,077
5
293
$2,868,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
John Howe Work History
John has been registered as a financial advisor for 2 years.*
Generation Capital Management LLC
Lpl Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Manning & Napier Investor Services, Inc
Manning & Napier Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Howe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Generation Capital Management LLC
Pittsford, NY
Pittsford, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.