Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Lamb is a financial advisor with Farther. Jonathon has been in the industry since 2011 and is currently registered in Texas. Jonathon has experience at TD Ameritrade, Inc., Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Jonathon is a Series 7, Series 63, Series 66, and Series 24 licensed professional.
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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CA
10/20/2023 - Present
Farther (SAN FRANCISCO CA)
TX
07/12/2011 - 09/07/2018
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 05/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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