Jonathan
Fauver

Farther

CRD#6924514
Investment Advisor
in San Francisco, CA

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About this Advisor

Jonathan Fauver is a financial advisor based in San Francisco, California, working with Farther. Jonathan has previously held positions at E*Trade Securities LLC, Brigham Young University, Fidelity Brokerage Services, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank Ssb, and Farther Finance Advisors. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nevada and Utah. Currently, Jonathan is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Jonathan Fauver Work History

2023 - Present (1 year)

Farther Finance Advisors

2020 - 2023 (3 years)

Charles Schwab & Co., Inc

2020 - 2023 (3 years)

Charles Schwab Bank Ssb

2018 - 2018 (< 1 year)

E*Trade Securities LLC

2018 - 2020 (2 years)

Fidelity Brokerage Services, LLC

2014 - 2018 (4 years)

Brigham Young University

Disclosures

Please visit the SEC profile of Jonathan Fauver 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 Farther

Michael Desantis
San Francisco, CA
Nathan Bosek
Sartell, MN
Robert Kelly
San Francisco, CA
Darren Ting
San Francisco, CA
Jonathon Mason
Cincinnati, OH
Christopher Tarkowski
Mattawan, MI
Roy Satterthwaite
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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