Jacob Levi Howley
Investment adviser representative at Lincoln Investment
15 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Lincoln InvestmentAug 2026 to now
- AgiaMar 2023 to Aug 2026
- Valic Financial Advisors, Inc.Dec 2022 to Aug 2026
- UnemployedSep 2022 to Nov 2022
- The Vanguard Group, Inc.Oct 2021 to Aug 2022
- Green Side UpMay 2021 to Oct 2021
- Wsfs BankJun 2020 to Aug 2020
- Gettysburg CollegeAug 2017 to May 2021
- The Bullet HoleAug 2017 to May 2021
- Crystal Lake PoolMay 2015 to Aug 2017
- Haddon Township SchoolsSep 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7454489
- Firm CRD
- 519