Jonathon Mason (CRD# 7219375) is an Investment Advisor Representative working at Farther in Cincinnati, OH and has over 2 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | Cincinnati, OH | Apr 2024 - Current | < 1 |
| Copy Paste Limited | Cincinnati, OH | Dec 2023 - Current | < 1 |
| Crown Capital Securities LP | Orange, CA | Jan 2020 - Apr 2024 | 4 |
| University Of Cincinnati | Cincinnati, OH | Aug 2016 - Apr 2021 | 4 |
| La Fitness | Cincinnati, OH | May 2019 - Mar 2021 | 1 |
| Pizza Hut | Lebanon, OH | May 2017 - Jun 2018 | 1 |
| Walnut Hills High School | Cincinnati, OH | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- OH
- TX
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Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
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Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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