Jonathon Lamb
Investment adviser representative at Farther
15 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business
Are you Jonathon Lamb? 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
15 years in the industry.
- FartherOct 2023 to now
- Farther Finance AdvisorsOct 2023 to now
- Goldman Sachs Personal Financial ManagementJan 2019 to Oct 2023
- United Capital Financial Advisers, LLCNov 2018 to Jan 2019
- TD AmeritradeJan 2011 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
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
- 5880181
- Firm CRD
- 302050