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Jonathan Ennis Farber

Passive Capital Management, LLC

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About Jonathan Ennis Farber

Jonathan Ennis Farber is a financial advisor at Passive Capital Management, LLC. Jonathan has been in the financial services industry since 1989. Jonathan is registered with the state of Maryland as an Investment Advisor Representative. Jonathan has experience working with high-net-worth individuals, charitable organizations, corporations and other businesses, and pension and profit-sharing plans. Jonathan holds Series 63, 65 and 7 securities licenses. Jonathan's previous employers include Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

Firm Information

Jonathan Farber is currently registered with Passive Capital Management, LLC. Passive Capital Management, LLC is an investment advisor based in Syracuse, NY. The firm provides portfolio management services for individuals, businesses, and charitable organizations. They have over $863 million in regulatory assets under management. Their website can be found at https://passivecapital.com/.
Passive Capital Management, LLC

SALINA PLACE, 205 S. SALINA STREET

SYRACUSE, NY 13202

$863.71M

Assets Under Management

367

Total Clients

8

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Jonathan Farber’s Registration & Firm History

MD

01/01/2025 - Present

Passive Capital Management, LLC (Baltimore MD)

NC

07/01/2003 - 04/05/2006

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

09/24/2002 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

06/14/1999 - 09/04/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

09/01/1989 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

IA

Issued 02/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Ennis Farber.
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