Inactive

Jonathan Leigh Farr

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Current Employers

Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-12-22

GA RA
APPROVED

Since 2023-12-22

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
Hb Wealth Management, Llc	Atlanta	GA	11/2023	Present
Callan, Llc	San Francisco	CA	05/2021	11/2023
Southern Company	Atlanta	GA	11/2013	05/2021

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

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

EQUITY SERVICES, INC. · ATLANTA, GA

More in Atlanta, GA

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