Jordan Harry Soclof
Investment adviser representative at Farther
10 yearsExperience
1 stateRegistered 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.
- FartherFeb 2022 to now
- Farther Finance AdvisorsJan 2022 to now
- Bank of America, N.A.Aug 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Jan 2022
- Bank of AmericaJun 2019 to Aug 2019
- Camp HascJul 2018 to Sep 2018
- Yeshiva UniversityAug 2017 to May 2020
- Camp HascJul 2017 to Sep 2017
- Reishit JerusalemOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7255015
- Firm CRD
- 302050