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JR

Jennifer M. Rechenbach

FARTHER
SAN FRANCISCO, CA 94104
Some features on this profile are disabled
CRD#: 2002241
JR

Professional summary

Jennifer Ma Rechenbach, who also goes by Jennifer Ma, Kit Chee Ma, is a registered financial advisor currently at FARTHER located in San Francisco, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Jennifer has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Ma | Kit Chee Ma

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ma Rechenbach's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 4, 2025 - Present

FARTHER

Office #1: 345 California Street Suite 600, San Francisco, CA 94104
RIA
CRD#: 302050
SAN FRANCISCO, CA
Past

August 31, 2022 - April 10, 2025

SVB WEALTH

RIA
CRD#: 172832
San Francisco, CA
Past

April 6, 2004 - May 24, 2005

THE PORTOLA GROUP INC

RIA
CRD#: 105359
MENLO PARK, CA
Past

February 1, 2000 - June 7, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

December 12, 1991 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

October 14, 1991 - December 16, 1991

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
NEW YORK, NY
Past

September 17, 1990 - September 27, 1990

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/18/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/1990
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 5/21/1990
National Commodity Futures Examination

Current Firm

FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

CRD#: 302050San Francisco, CA 94104

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