Jonathan Leigh Farr

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Hb Wealth Management, Llc
  Atlanta, GA
• 05/2021 → 11/2023
  Callan, Llc
  San Francisco, CA
• 11/2013 → 05/2021
  Southern Company
  Atlanta, GA

Other Businesses

Short-term rental property; Owner; Ownership began 2/2022; Not Investment Related; 5 hours or less spent during business and non-business hours.

Designations

• Chartered Financial Analyst