Jonathon Lamb
Professional summary
Jonathon Lamb, who also goes by Jonathon Lane Lamb, Lane Lamb, is a registered financial advisor currently at FARTHER located in North Richland Hills, Texas.
Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathon has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Lamb's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2023 - Present
FARTHER
December 27, 2018 - November 3, 2023
UNITED CAPITAL FINANCIAL ADVISORS
May 29, 2012 - September 7, 2018
TD AMERITRADE, INC.
May 29, 2012 - September 7, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
July 12, 2011 - September 7, 2018
TD AMERITRADE, INC.
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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