Jonathan A Doshier
Investment adviser representative at Farther
19 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business
Are you Jonathan A Doshier? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- FartherOct 2023 to now
- Farther Finance AdvisorsOct 2023 to now
- Goldman Sachs Personal Financial ManagementJan 2019 to Oct 2023
- Cetera Advisor Networks LLCNov 2017 to Dec 2018
- United Capital Financial AdvisersJun 2017 to Oct 2023
- Girard SecuritiesJun 2017 to Nov 2017
- TD AmeritradeDec 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 5142340
- Firm CRD
- 302050