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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Doshier is a financial advisor with Farther, a firm that provides financial planning, portfolio management, and pension consulting services. Jonathan has over 16 years of experience in the financial services industry. Jonathan has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jonathan's expertise lies in helping clients achieve their financial goals through personalized financial plans and investment strategies. Jonathan is a registered investment advisor representative in Texas. Jonathan is also a licensed Series 7, Series 63, and Series 66 representative. Jonathan has worked for several financial institutions including Goldman Sachs, Cetera Advisor Networks, Girard Securities, TD Ameritrade, and Fidelity Brokerage Services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
10/20/2023 - Present
Farther (Trophy Club TX)
TX
03/04/2021 - 11/03/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
11/01/2017 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
06/12/2017 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
01/07/2008 - 06/12/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/07/2007 - 12/11/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 08/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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