Inactive

Jon L Aldrich

San Francisco, CA

CRD 5115121

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-12

IL RA
APPROVED

Since 2026-08-12

Branch Locations

555 S. Perryville Suite 213, Rockford, IL 61107 • 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

Organization	City	State	From	To
Focus Financial Advisors	Rockford	IL	12/2004	01/2025
Farther Finance Advisors	Rockford	IL	10/2024	Present

12/2004 → 01/2025

Focus Financial Advisors

Rockford, IL
10/2024 → Present

Farther Finance Advisors

Rockford, IL

Previous Registrations

2018-09-10 → 2024-12-31

Focus Financial Advisors

Rockford, IL
2008-01-18 → 2018-08-08

Focus Financial Advisors, Inc.

Rockford, IL

Designations

Certified Financial Planner

View on SEC IAPD

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