Jonathan A. Doshier
Professional summary
Jonathan A Doshier, who also goes by Jon Arch Doshier, Jonathan Arch Doshier, Jonathan Doshier, is a registered financial advisor currently at FARTHER located in Trophy Club, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan A Doshier's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2023 - Present
FARTHER
March 4, 2021 - November 3, 2023
GOLDMAN SACHS & CO. LLC
November 1, 2017 - December 31, 2018
CETERA WEALTH SERVICES, LLC
June 12, 2017 - November 1, 2017
GIRARD SECURITIES, INC.
June 8, 2017 - November 3, 2023
UNITED CAPITAL FINANCIAL ADVISORS
January 7, 2008 - June 12, 2017
TD AMERITRADE, INC.
January 7, 2008 - June 12, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 7, 2008 - June 12, 2017
TD AMERITRADE, INC.
August 30, 2007 - December 11, 2007
STRATEGIC ADVISERS LLC
March 7, 2007 - December 11, 2007
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2023)
Exams
Current Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
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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