Jonathon Mason is a registered investment advisor at Farther, based in Cincinnati, OH, with 4 years of industry experience. Jonathon 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
7875 Montgomery Road, Unit 52, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathon works as a driver for Copy Paste Limited, a delivery service, since December 2023. He spends about 10-20% of his time on this activity, none of which occurs during securities trading hours.
Employment History
Current Registrations
Farther
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
State Registrations2 states
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