Best Investors Account Sign in
Inactive

Jordan Harry Soclof

Farther

San Francisco, CA

Woodmere, NY

CRD 7255015

Claim This Profile
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:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-02-12
  • NY RA
    APPROVED
    Since 2022-02-12

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Woodmere, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Pga Tour Bethpage NY 08/2016 09/2016
Reishit Jerusalem Bet Shemesh 10/2016 06/2017
Camp Hasc Liberty NY 07/2017 09/2017
Camp Hasc Liberty NY 07/2018 09/2018
Bank Of America Brooklyn NY 06/2019 08/2019
Yeshiva University New York City NY 08/2017 05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 06/2020 01/2022
Bank Of America, N.A. Brooklyn NY 08/2020 01/2022
Farther Finance Advisors New York NY 01/2022 Present
  • 08/2016 → 09/2016
    The Pga Tour
    Bethpage, NY
  • 10/2016 → 06/2017
    Reishit Jerusalem
    Bet Shemesh
  • 07/2017 → 09/2017
    Camp Hasc
    Liberty, NY
  • 07/2018 → 09/2018
    Camp Hasc
    Liberty, NY
  • 06/2019 → 08/2019
    Bank Of America
    Brooklyn, NY
  • 08/2017 → 05/2020
    Yeshiva University
    New York City, NY
  • 06/2020 → 01/2022
    Brooklyn, NY
  • 08/2020 → 01/2022
    Bank Of America, N.A.
    Brooklyn, NY
  • 01/2022 → Present
    Farther Finance Advisors
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-26
  • S66 Uniform Combined State Law Examination
    2020-10-26

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor