Jonathon D Mason
Investment adviser representative at Farther
10 yearsExperience
2 statesRegistered in
$16BFirm assets
7 yearsFirm in business
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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.
- FartherApr 2024 to now
- Farther Finance AdvisorsApr 2024 to now
- Copy Paste LimitedDec 2023 to now
- Crown Capital Securities LPJan 2020 to Apr 2024
- La FitnessMay 2019 to Mar 2021
- Pizza HutMay 2017 to Jun 2018
- University of CincinnatiAug 2016 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7219375
- Firm CRD
- 302050