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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED_RES | 2025-10-14 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
5311 S Sycamore Ave. Suite 102, Sioux Falls, SD 57108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lorintine Capital | Sioux Falls | SD | 11/2013 | 03/2024 |
| Brookside Wealth Planning, Llc | Sioux Falls | SD | 03/2024 | 10/2025 |
| Farther | Sioux Falls | SD | 10/2025 | Present |
Jesse Blom is licensed and appointed to sell life and health insurance products in multiple states. Mr. Blom operates his insurance business in his own name as a sole proprietor, and this business activity is not investment related. Mr. Blom's address for his insurance business is 101 S Reid St. Ste 307, Sioux Falls, SD 57103. Mr. Blom devotes approximately 15 hours per month to his insurance business, of which 10 are typically during securities trading hours. Mr. Blom's duties in the insurance business include helping customers review their existing insurance policies, evaluate their coverage needs, select and purchase insurance products, and service insurance policies on an ongoing basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-04 |
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