Joseph Taylor Matthews

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

• 02/2012 → Present
  Essmart Global Inc
  San Francisco, CA
• 07/2016 → 03/2019
  Forusall
  San Francisco, CA
• 07/2019 → Present
  Farther Finance Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2017-06-16 → 2019-12-09
  Forusall
  Oakland, CA

Other Businesses

Name: Essmart Global Inc. Investment-Related: No Address: 1770 Massachusetts Ave #613, Cambridge, MA 02140 Nature: Distribution of technology products in Southern India Position/Title: CoFounder and Member of the Board of Directors Start Date: 02/2014 Hours/Month: 5 Hours during securities trading hours: 0 Duties: Strategic advice to the CEO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-16

Other Names

• Taylor Matthews