Herbert Roldan Flores
Investment adviser representative at Farther
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- FartherDec 2025 to now
- Mission Wealth Management, LPJan 2023 to Dec 2025
- J.P. Morgan Securities LLCNov 2022 to Jan 2023
- JPMorgan Chase Bank, N.A.Nov 2022 to Jan 2023
- UnemployedSep 2022 to Oct 2022
- Eudaemonia, LLCNov 2016 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 5143890
- Firm CRD
- 302050