Jacob Levi Howley
Investment Adviser Representative at Lincoln Investment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Levi Howley is an investment adviser representative in Marlton, NJ, currently registered with Valic Financial Advisors, Inc. and Lincoln Investment. They have worked in the securities industry since 2022 and were previously registered with Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 43
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
3 states and territories
Delaware, New Jersey, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Oct 2021 – Aug 2022Malvern, PA
- Green Side UpMay 2021 – Oct 2021West Berlin, NJ
- The Bullet HoleAug 2017 – May 2021Gettysburg, PA
- Crystal Lake PoolMay 2015 – Aug 2017Haddon Township, NJ
- Haddon Township SchoolsSep 2011 – Jun 2017Haddon Township, NJ
- Gettysburg CollegeAug 2017 – May 2021Gettysburg, PA
- WSFS BANKJun 2020 – Aug 2020Mount Laurel, NJ
- Valic Financial Advisors, Inc.Dec 2022 – Aug 2026Mount Laurel, NJ
- UnemployedSep 2022 – Nov 2022Collingswood, NJ
- AGIAMar 2023 – Aug 2026Houston, TX
- Lincoln InvestmentAug 2026 – no end date reportedFort Washington, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lincoln Investment
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- First $500,0000.15%
- $500,000.01 - 1,000,0000.12%
- $1,000,000.01 - 2,000,0000.10%
- $2,000,000.01 - 5,000,0000.08%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 923
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Washington, PA
- SEC file number:
- 801-14059
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Lincoln Investment
Showing 12 of 923 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Levi Howley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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