Joseph Chuo-ju Kuo
Investment adviser representative at Farther
11 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
11 years in the industry.
- FartherJun 2024 to now
- Farther Finance AdvisorsJun 2024 to now
- Financial Life Focus, LLCJul 2023 to now
- Golden Gate UniversityJan 2021 to now
- Family Wealth Consultants, Inc.Feb 2021 to Jun 2021
- Abundance Wealth Planning, LLCMar 2018 to Jun 2023
- Griffin Black, Inc.Sep 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6563403
- Firm CRD
- 302050