Jonathan Ennis Farber
Professional Summary
Jonathan Ennis Farber is a registered financial advisor currently at PASSIVE CAPITAL MANAGEMENT, LLC located in Baltimore, Maryland. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jonathan has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PASSIVE CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
Salina Place 205 S. Salina Street Suite 403, Syracuse, NY, 13202Phone Number
(315) 478-3130# of Employees
8SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
428AUM (Assets Under Management)
$996,942,091Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PASSIVE CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Ennis Farber's CRS (Customer Relationship Summary).
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