Jonathon D Mason

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

• 08/2016 → 04/2021
  University Of Cincinnati
  Cincinnati, OH
• 05/2017 → 06/2018
  Pizza Hut
  Lebanon, OH
• 05/2019 → 03/2021
  La Fitness
  Cincinnati, OH
• 01/2020 → 04/2024
  Crown Capital Securities Lp
  Orange, CA
• 12/2023 → Present
  Copy Paste Limited
  Cincinnati, OH
• 04/2024 → Present
  Farther Finance Advisors
  Cincinnati, OH

Previous Registrations

• 2022-01-10 → 2024-04-08
  Crown Capital Securities, L.P.
  Cincinnati, OH

Other Businesses

Name of other business: Copy Paste Limited; Is business Investment related: No; Address of other business: 3750 Hutton St.; Nature of other business: Delivery; Your position: Driver; Start date of relationship:12/10/2023; Approx. # of hours /month devote to other business: 15; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Driving and food delivery.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-07