Jordan
Soclof
Farther
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About this Advisor
Jordan Soclof is a financial advisor based in San Francisco, California, working with Farther. Jordan has previously held positions at The Frisch School, Kitchn Sync, The Pga Tour, Reishit Jerusalem, Camp Hasc, Bank Of America, Yeshiva University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Farther Finance Advisors. Jordan has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jordan 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
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$2,181,821,779
154
5,112
$426,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Jordan Soclof Work History
Farther Finance Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America
Camp Hasc
Camp Hasc
Yeshiva University
The Pga Tour
Reishit Jerusalem
Kitchn Sync
The Frisch School
Disclosures
Please visit the SEC profile of Jordan Soclof 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
San Francisco, CA
San Rafael, CA
San Francisco, CA
San Francisco, CA
Cincinnati, OH
Brooklyn, NY
San Francisco, CA
Las Vegas, NV
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