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John C Paolini

Farther

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About John C Paolini

John C. Paolini is an investment advisor representative at Farther. John has been in the industry for over 20 years. John is registered with the state of Maine and New York. John is also a Series 6, Series 63, and Series 65 licensed representative. John's experience includes working at BANC ONE SECURITIES CORPORATION in Chicago, IL, and as self-employed in Buffalo, NY. John is the trustee of a trust. John's firm, Farther, specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

John Paolini is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Paolini’s Registration & Firm History

CA

10/10/2022 - Present

Farther (SAN FRANCISCO CA)

IL

06/19/2002 - 10/13/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/06/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2023

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John C Paolini.
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