Jonathan Timson is a registered investment advisor at Farther, based in Springfield, MO, with 31 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
3150 S. National Ave., Springfield, MO, 65807
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Regulatory History (3)
Regulatory
February 2015Regulatory
July 2014Employment Separation After Allegations
July 2013Other Business Activities
Jonathan has a 20% ownership stake in Walnut & South, LLC, an investment-related LLC established in 2010 to purchase and lease office space, dedicating minimal time to this activity. He also serves as a trustee for four trusts for his sister and brother-in-law, spending minimal time on this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Signalpoint Capital Management, LLC
Signalpoint Asset Management LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.