Joshua Becker
Investment adviser representative at Farther
11 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
11 years in the industry.
- FartherMay 2026 to now
- A Broader Living ExperienceOct 2020 to now
- Equitable Advisors, LLCJul 2025 to May 2026
- Stross Wess Cutcher and LevinJan 2025 to Mar 2025
- St. Paul's Episcopal ChurchDec 2023 to May 2026
- Kazan Mcclain Satterley and GreenwoodSep 2021 to Jan 2025
- Opening the WorldApr 2019 to Jun 2023
- Jasper's CornerSep 2016 to Apr 2019
- University of RedlandsJul 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8082678
- Firm CRD
- 302050