JS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B
Fee Structure
Financial Planning:Investment management only
Hourly Rate:Up to $1,000/hr
Farther offers investment management services through a wrap fee program. The annual program fee is negotiable, up to 2.00%, depending on the complexity of the account, the amount of client assets, and the independent/separately managed accounts utilized. Alternatively, Farther may offer services on an hourly basis, ranging up to $1,000 per hour, or on a flat annual fee basis.
Areas of Practice
Investment Management
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Advisor Information
Office location
4080 Cavitt Stallman Road, Suite 200, Granite Way, CA, 95746
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1998Denied
Other Business Activities
John is the CEO of Legacy Capital Management, LLC, an independent investment advisory practice, since May 2019. He dedicates about 10-20% of his time to this business.
Employment History
Current Registrations
Farther
May 2025 - Present · 8 mos
Onesource Wealth Management
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
One Source Health & Wealth Management
April 2020 - December 2022 · 2 yrs 8 mos
Sb Advisory, LLC
June 2019 - March 2020 · 9 mos
Ifs SecuritiesBroker
June 2019 - November 2019 · 5 mos
Raymond James Financial Services Advisors, INC
June 2015 - June 2019 · 4 yrs
Raymond James Financial Services, INC.Broker
June 2015 - June 2019 · 4 yrs
Citigroup Global Markets INC.
February 2014 - June 2015 · 1 yr 4 mos
Citigroup Global Markets INC. Broker
February 2014 - June 2015 · 1 yr 4 mos
Alps Distributors, INC.Broker
October 2013 - December 2013 · 2 mos
Pathway Strategic Advisors
September 2013 - January 2014 · 4 mos
Ameriprise Advisor Services, INC.Broker
August 2009 - October 2009 · 2 mos
Ameriprise Advisor Services, INC.
July 2009 - October 2009 · 3 mos
Ameriprise Financial Services, INC. Broker
July 2009 - May 2013 · 3 yrs 10 mos
Ameriprise Financial Services, INC.
July 2009 - May 2013 · 3 yrs 10 mos
Wells Fargo Investments, LLC
February 2005 - May 2009 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
February 2005 - May 2009 · 4 yrs 3 mos
Citigroup Global Markets INC. Broker
November 2004 - February 2005 · 3 mos
Citigroup Global Markets INC.
November 2004 - February 2005 · 3 mos
Banc of America Investment Services, INC.Broker
October 2004 - November 2004 · 1 mo
Banc of America Investment Services, INC.
October 2004 - November 2004 · 1 mo
Quick & Reilly, INC.Broker
April 2003 - October 2004 · 1 yr 6 mos
Quick & Reilly, INC.
April 2003 - October 2004 · 1 yr 6 mos
AXA Advisors, LLC
March 2001 - June 2003 · 2 yrs 3 mos
AXA Advisors, LLC Broker
March 2001 - June 2003 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
April 1999 - February 2001 · 1 yr 10 mos
Linsco/private Ledger CORP. Broker
March 1999 - April 1999 · 1 mo
Marketing One Securities, INC.Broker
November 1996 - March 1999 · 2 yrs 4 mos
Glenfed Brokerage ServicesBroker
June 1993 - September 1995 · 2 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1992 - November 1992 · 6 mos
Equico Securities, INC. Broker
May 1992 - November 1992 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.