Generations Wealth Advisors Employee Directory

Q: What is Generations Wealth Advisors known for?

Generations Wealth Advisors was founded in 1997. Generations Wealth Advisors operates in the Financial Services industry.

Q: How many employees does Generations Wealth Advisors have currently?

Generations Wealth Advisors has approximately 8 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Jim Yent, Teresa Yent, and Jake Towles are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. Also, Kyle Beals is a registered non-solicitor of USA Financial Securities Corp., member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Generations Wealth Advisors is not affiliated with USA Financial Securities Corp.

Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines

We work predominantly with individuals as they approach retirement and begin enjoying their "golden years." We appreciate your unique needs and desires for your retirement. We excel at assisting our clients in building a personal Financial Road Map to meet their changing priorities in the areas of cash flow planning, investments, estate, tax, insurance, and asset protection.

Find Generations Wealth Advisors employees' phone numbers or email addresses

Generations Wealth Advisors Global Highlights

North America
8

United States Of America
8

Generations Wealth Advisors's Leadership

T. Y.
Company Owner
Mobile Phone
Email
J. Y.
Owner And Financial Advisor
Mobile Phone
Email
J. Y.
Owner
Mobile Phone
Email
C. E.
Marketing Director
Mobile Phone
Email
J. T.
Financial Advisor
Mobile Phone
Email
K. B. C.
Paraplanner
Mobile Phone
Email
K. B.
Paraplanner
Mobile Phone
Email
J. H.
Assistant Financial Advisor/Paraplanner
Mobile Phone
Email

Generations Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Generations Wealth Advisors

Name

Title

Contact Info

Location

Last Update

T. Y.
Company Owner
Mobile Phone
Email
Oct 24, 2025
J. Y.
Owner And Financial Advisor
Mobile Phone
Email
Sep 10, 2025
J. Y.
Owner
Mobile Phone
Email
UNITED STATES
Feb 11, 2025
C. E.
Marketing Director
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2025
J. T.
Financial Advisor
Mobile Phone
Email
United StatesVirginia
Aug 09, 2025
K. B. C.
Paraplanner
Mobile Phone
Email
United StatesNorth Carolina
Nov 20, 2025
K. B.
Paraplanner
Mobile Phone
Email
Apr 19, 2024
J. H.
Assistant Financial Advisor/Paraplanner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Generations Wealth Advisors known for?

Generations Wealth Advisors was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 1601 Jones Franklin Road Suite 102 Raleigh, North Carolina 27606 United States; you can contact the main corporate office by phone at

+1-919-755-****

. Explore Generations Wealth Advisors's company overview page for more information.

What is Generations Wealth Advisors's most common email format?

Generations Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Generations Wealth Advisors email formats with LeadIQ.

How many employees does Generations Wealth Advisors have currently?

Generations Wealth Advisors has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Generations Wealth Advisors's key employees and leadership?

As of February 2026, Generations Wealth Advisors's key employees include:

Company Owner: T. Y.
Owner And Financial Advisor: J. Y.
Owner: J. Y.
Marketing Director: C. E.
Financial Advisor: J. T.

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