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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Mason is a financial advisor with Farther Finance Advisors. Jonathon is based in Cincinnati, OH. He is registered with the state of Ohio and holds licenses for Series 7, SIE, and Series 66. Jonathon has been in the financial industry for 3 years. Prior to joining Farther, Jonathon worked at Crown Capital Securities, L.P.. Jonathon's specialties include Financial Planning, Pension Consulting, and Portfolio Management for individuals.
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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2
CA
04/04/2024 - Present
Farther (SAN FRANCISCO CA)
OH
07/03/2021 - 04/08/2024
CROWN CAPITAL SECURITIES, L.P. (CINCINNATI OH)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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