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Jonathan Timson

Farther
32 Years of Experience
Springfield, MO
3 Disclosures
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Jonathan Timson is a registered investment advisor at Farther, based in Springfield, MO, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.

Farther
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3150 S. National Ave., Springfield, MO, 65807

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2015
Final
Regulatory
July 2014
Final
Employment Separation After Allegations
July 2013
View Full SEC ReportHow to Read Disclosures
Other 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
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Signalpoint Capital Management, LLC
February 2014 - September 2016 · 2 yrs 7 mos
Signalpoint Asset Management LLC
August 2013 - January 2025 · 11 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
March 2007 - August 2013 · 6 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2007 - August 2013 · 6 yrs 5 mos
Morgan Stanley
January 2002 - March 2007 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2001 - March 2007 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - March 2001 · 6 yrs 4 mos
Pruco Securities CorporationBroker
February 1990 - October 1990 · 8 mos
The Prudential Insurance Company of AmericaBroker
February 1990 - October 1990 · 8 mos
State Registrations3 states
MOTXWI
Advisor

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.

Exams
No exam information available for this advisor.
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