Joseph T. Matthews

FARTHER

SAN FRANCISCO, CA 94104

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CRD#: 6077030

Professional summary

Joseph Taylor Matthews, who also goes by Taylor Matthews, is a registered financial advisor currently at FARTHER located in San Francisco, California and FARTHER ASSET MANAGEMENT, LLC located in San Francisco, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Matthews

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.

Name: Essmart Global Inc. Investment-Related: No Address: 1770 Massachusetts Ave #613, Cambridge, MA 02140 Nature: Distribution of technology products in Southern India Position/Title: CoFounder and Member of the Board of Directors Start Date: 02/2014 Hours/Month: 5 Hours during securities trading hours: 0 Duties: Strategic advice to the CEO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Taylor Matthews'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

August 8, 2019 - Present

FARTHER

Office #1: 345 California Street Suite 600, San Francisco, CA 94104

RIA

CRD#: 302050

SAN FRANCISCO, CA

Current

June 27, 2023 - Present

FARTHER ASSET MANAGEMENT, LLC

Office #1: 345 California Street Suite 600, San Francisco, CA 94104

RIA

CRD#: 325807

SAN FRANCISCO, CA

Past

June 16, 2017 - December 9, 2019

FORUSALL

RIA

CRD#: 167241

SAN FRANCISCO, CA

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".

FARTHER

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
(8/8/2019)

IAR

Texas
(5/13/2021)

IAR

Texas
(6/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2017

Uniform Investment Adviser Law Examination

Current Firm

FARTHER

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)

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 Accounts	24,245
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.

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Joseph T. Matthews

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Taylor Matthews's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

FARTHER ASSET MANAGEMENT, LLC

FORUSALL

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2017

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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