Jonathan David Leidy

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

• 04/2010 → 01/2026
  Portico Wealth Advisors, Llc
  Larkspur, CA
• 12/2025 → Present
  Farther
  Larkspur, CA

Previous Registrations

• 2010-01-19 → 2026-02-06
  Portico Wealth Advisors, Llc
  Larkspur, CA
• 2009-05-27 → 2009-11-19
  Tamalpais Wealth Advisors
  San Rafael, CA
• 2001-05-14 → 2005-04-18
  Charles Schwab & Co., Inc.
  Corte Madera, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-08-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst