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Jeffrey Steven Becker

Farther

San Francisco, CA

CRD 7602751

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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
CA RA APPROVED 2025-04-04
  • CA RA
    APPROVED
    Since 2025-04-04

Branch Locations

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
Silicon Valley Bank (Svb Wealth) Menlo Park CA 07/2022 04/2023
Bny Mellon Wealth Management Menlo Park CA 05/2016 06/2022
Farther San Francisco CA 04/2025 Present
First Citizens Bank Menlo Park CA 04/2023 04/2025
  • 07/2022 → 04/2023
    Silicon Valley Bank (Svb Wealth)
    Menlo Park, CA
  • 05/2016 → 06/2022
    Bny Mellon Wealth Management
    Menlo Park, CA
  • 04/2025 → Present
    Farther
    San Francisco, CA
  • 04/2023 → 04/2025
    First Citizens Bank
    Menlo Park, CA
Previous Registrations
  • 2022-07-26 → 2025-04-10
    Svb Wealth
    Menlo Park, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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