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Kevin Jamali

Farther

Northbrook, IL

San Francisco, CA

CRD 2643831

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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
IL RA APPROVED 2023-03-20
  • IL RA
    APPROVED
    Since 2023-03-20

Branch Locations

Northbrook, IL • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
Auctos Capital Management Chicago IL 01/2007 02/2018
Famdep Capital Management Chicago IL 03/2018 12/2022
Farther Finance Advisors Northbrook IL 01/2023 Present
  • 01/2007 → 02/2018
    Auctos Capital Management
    Chicago, IL
  • 03/2018 → 12/2022
    Famdep Capital Management
    Chicago, IL
  • 01/2023 → Present
    Farther Finance Advisors
    Northbrook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-20
S63 Uniform Securities Agent State Law Examination 1996-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-03-20
  • S63 Uniform Securities Agent State Law Examination
    1996-01-19

View on SEC IAPD

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