Joel A Estes
Investment adviser representative at Farther
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- FartherOct 2025 to now
- Mckinley Carter Wealth ServicesDec 2022 to Nov 2025
- Park Avenue Securities LLCJan 2011 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5715898
- Firm CRD
- 302050