Jeffrey Steven Becker
Investment adviser representative at Farther
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- FartherApr 2025 to now
- First Citizens BankApr 2023 to Apr 2025
- Silicon Valley Bank (svb Wealth)Jul 2022 to Apr 2023
- BNY Mellon Wealth ManagementMay 2016 to Jun 2022
Designations
- CFA
Exams passed
No exams in this record.
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
- 7602751
- Firm CRD
- 302050