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Jonathan Andrew Fauver

Farther

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About Jonathan Andrew Fauver

Jonathan Fauver is a financial advisor registered with Farther. Jonathan has been working in the financial industry since 2018 and has a series of certifications in the industry including a Certified Financial Planner designation. Jonathan works with clients to provide financial planning, pension consulting, and portfolio management. Jonathan specializes in serving high net worth individuals and pension and profit-sharing plans. Jonathan is registered in Nevada and Utah and is licensed to offer investment advice in both states.

Firm Information

Jonathan Fauver 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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Jonathan Fauver’s Registration & Firm History

CA

05/16/2024 - Present

Farther (SAN FRANCISCO CA)

OR

06/04/2020 - 02/16/2023

CHARLES SCHWAB & CO., INC. (Eugene OR)

UT

12/11/2018 - 04/28/2020

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

04/18/2018 - 11/07/2018

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

BOTH

Issued 05/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Andrew Fauver.
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