RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Years, as the firm states
- 18reportedfarther.com“With over 18 years of experience advising high-net-worth and ultra-high-net-worth families, Jonathan brings a thoughtful, highly personalized approach to financial planning.”
- Professional profile
- farther.com/advisor/jonathan-lorereportedfarther.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F•••••• independent RIA currentsince Jan 15, 2026 · Littleton, Co
- E•••••• A••••••• G••••• L•• BD affiliatedApr 3, 2023 to Sep 16, 2025 · Greenwood Village, Co
- P••••••• C•••••• A••••••• C••••••••• formerNov 5, 2014 to Apr 3, 2023 · Denver, Co
- U•• F•••••••• S••••••• I••• wirehouseOct 13, 2008 to Nov 10, 2014 · Los Angeles, Ca
- E•••••• A••••••• G••••• L•• to F••••••left Sep 16, 2025, registered Jan 15, 2026 (121 days) · Affiliated broker-dealer or bank to independent RIA
- P••••••• C•••••• A••••••• C••••••••• to E•••••• A••••••• G••••• L••left Apr 3, 2023, registered Apr 3, 2023 (0 days) · corporate re-registration, not a move
- U•• F•••••••• S••••••• I••• to P••••••• C•••••• A••••••• C•••••••••left Nov 10, 2014, registered Nov 5, 2014 (-5 days) · Other
- J••••••• A•••• L••• left E•••••• A••••••• G••••• L•• for Farther (registered 2026-01-15)Sep 16, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address