Jonathan Allen Lore

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 09/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 09/2025 → 12/2025
  Unemployed
  Littleton, CO
• 01/2026 → Present
  Farther
  Littleton, CO

Previous Registrations

• 2023-04-03 → 2025-09-16
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2014-11-05 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2008-10-13 → 2014-11-10
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

Name of other business: Apex Pattern Group, LLC; Is business Investment related: No; Address of other business: Littleton, CO; Nature of other business: General consulting and business management; Your position: Managing Member; Start date of relationship: 11/13/2025; Approx. # of hours /month devote to other business: 60; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: The Company is formed to engage in any and all lawful business activities for which a limited liability company may be organized under the laws of the State of Colorado, including, but not limited to: general management consulting, strategic business planning, AI application collaboration, technology-driven educational enterprise development, the creation of financial wellness content, and other complementary services. The Company explicitly declares that none of its services, content, or revenue streams constitute personalized investment advice, financial planning, tax or legal advice, or investment management subject to the Investment Advisers Act of 1940. The Company shall not file regulatory forms as an Investment Adviser (IA) or RIA. All income derived by the Member from regulated financial advisory services shall be received and reported separately from the LLC, via the established RIA firm where the Member is an Investment Adviser Representative (IAR). The Company shall maintain a strict separation of its assets, operations, marketing materials, and communications from the Member's activities as an IAR. The Company's resources shall not be used to conduct the regulated IAR business. Any referral of a client from the Company's consulting/education services to the Member's separate IAR role must be made with full written disclosure to the client, clearly outlining the different roles and the lack of affiliation between the Company and the RIA partner.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-11

Other Names

• Jonathan Lore