Jon L. Aldrich
FARTHER
Rockford, IL 61107
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CRD#: 5115121
Professional summary
Jon L Aldrich, CFP® is a registered financial advisor currently at FARTHER located in Rockford, Illinois.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jon has worked at 3 firms .
Core Areas of Focus
Charitable Giving
Corporate Executives
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Tax Planning
Biography
We are a Registered Investment Advisor (RIA) that is required to act as a fiduciary for our clients. This means we are required to adhere to a strict standard and always place the interests of the client ahead of those of the firm. We have been helping clients since 1984.
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Social Security Planning
Tax Planning
Small Business Planning
Life Transitions
Education Planning
Long-term Care
Health Care
Inheritance
Socially Responsible Investing
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Income Management
Business Succession Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jon L Aldrich's 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®
CFP®
Start date: 2007
Experience
Current
October 24, 2024 - Present
FARTHER
Office #1: 555 S. Perryville Suite 213, Rockford, IL 61107RIA
CRD#: 302050
Rockford, IL
Past
September 10, 2018 - December 31, 2024
FOCUS FINANCIAL ADVISORS
RIA
CRD#: 297806
Rockford, IL
Past
January 18, 2008 - August 8, 2018
FOCUS FINANCIAL ADVISORS, INC.
RIA
CRD#: 105038
ROCKFORD, IL
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
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
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
Illinois(10/24/2024)
Exams
Current Firm
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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