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RIA / WealthAdvisor17 years in industry

JONATHAN ALLEN LORE

Advisor at FARTHER

Littleton, CO | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:4cf5d321-54df-5348-9a0a-119e0fcc2aad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 11, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 11, 2008
First registration: Oct 13, 2008
Dual registered: no
Other names: JONATHAN LORE
IAPD individual key: 5428732

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Jan 15, 2026	n/a	yes	Littleton, CO\|SAN FRANCISCO, CA	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Sep 16, 2025	no	GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Nov 5, 2014	Apr 3, 2023	no	DENVER, CO\|Denver, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 13, 2008	Nov 10, 2014	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	Farther	Sep 16, 2025	Jan 15, 2026	121	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
UBS FINANCIAL SERVICES INC.	PERSONAL CAPITAL ADVISORS CORPORATION	Nov 10, 2014	Nov 5, 2014	-5	Firm change	Other

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Jan 15, 2026 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Sep 16, 2025factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Nov 5, 2014 to Apr 3, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 13, 2008 to Nov 10, 2014factForm ADV

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
Jonathan Allen Lore left Empower Advisory Group, Llc for Farther (registered 2026-01-15)
Form ADVobserved 5 days ago