DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

JASON EDWARD BROWN

Advisor at FARTHER

SAN FRANCISCO, CA | GARLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f02d06c-831d-7db6-06e3-dab2ec10a998

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2016 to Sep 15, 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: Dec 20, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 20, 2014
First registration: Sep 27, 2016
Dual registered: no
Other names: JASON EDWARD BROWN|JASON BROWN
IAPD individual key: 6242231

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	Jul 6, 2026	n/a	yes	SAN FRANCISCO, CA\|GARLAND, TX	Current employment
FISHER INVESTMENTS	Independent wealth	Jan 14, 2021	Jul 7, 2026	no	PLANO, TX\|PLANO, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 31, 2019	Jan 8, 2021	no	WESTLAKE, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 27, 2016	Jun 18, 2019	no	FREDERICKSBURG, VA\|RICHMOND, VA\|WOODBRIDGE, VA\|MCLEAN, VA	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
FISHER INVESTMENTS	Farther	Jul 7, 2026	Jul 6, 2026	-1	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FISHER INVESTMENTS	Jan 8, 2021	Jan 14, 2021	6	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 18, 2019	Jul 31, 2019	43	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jan 14, 2021 to Jul 7, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 31, 2019 to Jan 8, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 27, 2016 to Jun 18, 2019factForm ADV

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
Jason Edward Brown left Fisher Investments for Farther (registered 2026-07-06)
Form ADVobserved 6 days ago