Joshua Becker

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

• 10/2020 → Present
  A Broader Living Experience
  San Rafael, CA
• 12/2023 → 05/2026
  St. Paul's Episcopal Church
  San Rafael, CA
• 01/2025 → 03/2025
  Stross Wess Cutcher And Levin
  San Mataeo, CA
• 09/2021 → 01/2025
  Kazan Mcclain Satterley And Greenwood
  Oakland, CA
• 04/2019 → 06/2023
  Opening The World
  San Rafael, CA
• 09/2016 → 04/2019
  Jasper's Corner
  Redlands, CA
• 07/2015 → 04/2019
  University Of Redlands
  Redlands, CA
• 07/2025 → 05/2026
  Equitable Advisors, Llc
  New York, NY
• 05/2026 → Present
  Farther
  Oakland, CA

Previous Registrations

• 2025-07-31 → 2026-05-06
  Equitable Advisors, Llc
  Oakland, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

1. A Broader Living Experience, 25 De Anza Way, San Rafael, CA 94903, Direct Support Professional, October 2020 to present. 2. Residential Rental Property, 2114 E 4th St, Duluth, MN 55812, Owner, May 2024 to present. 3. Lifesong Christian Communities, 3025 Theresa Drive, Newbury Park, CA 91320, Board member, December 2020 2. Independent Insurance Agent; not investment-related; started 06/2025; approximately 8-16 hours per month, 4-8 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-09

Other Names

• Josh Becker