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Casey Anderson Jordan

Farther

Needham, MA

San Francisco, CA

CRD 5257140

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-17
  • MA RA
    APPROVED
    Since 2025-09-17

Branch Locations

175 Highland Ave Suite 304, Needham, MA 02494 • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 12/2009 08/2025
Farther Needham MA 08/2025 Present
  • 12/2009 → 08/2025
    Commonwealth Financial Network
    Waltham, MA
  • 08/2025 → Present
    Farther
    Needham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-09
  • S66 Uniform Combined State Law Examination
    2009-01-09

View on SEC IAPD

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