Jonathon Lamb

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

• 01/2011 → 11/2018
  Td Ameritrade
  Fort Worth, TX
• 11/2018 → 01/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2019 → 10/2023
  Goldman Sachs Personal Financial Management
  Irving, TX
• 10/2023 → Present
  Farther Finance Advisors
  North Richland Hills, TX

Previous Registrations

• 2018-12-27 → 2023-11-03
  United Capital Financial Advisors
  Irving, TX
• 2012-05-29 → 2018-09-07
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
• 2012-05-29 → 2018-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-05-25
• S63 Uniform Securities Agent State Law Examination
  2011-07-18

Other Names

• Lane Lamb
• Jonathon Lane Lamb