J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
15yrs
Jonathon Lamb
Financial advisor at Farther
Jonathon Lamb is a fiduciary financial advisor in San Francisco, California, with 15 years in the industry. After five years at United Capital Financial Advisors and six years at TD Ameritrade, Jonathon joined Farther in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Farther reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 52% of advisors in San Francisco
Office345 California Street Suite 600, San Francisco, CA 94104
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?1 state
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowFartherCurrent firm
- 2018 – 2023United Capital Financial AdvisorsPreviously
- 2012 – 2018TD Ameritrade, Inc.Previously
- 2012 – 2018TD Ameritrade Investment Management, LLCPreviously
Contact Jonathon
(628) 246-8004Farther main office 345 California Street Suite 600San Francisco, CA 94104Office · Get directions LinkedIn pageFarther
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Questions to ask Jonathon
Tailored to Jonathon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathon
How do I contact Jonathon?
Call Farther at (628) 246-8004 and ask for Jonathon Lamb. Jonathon works from the San Francisco, CA office.
How long has Jonathon been a financial advisor?
Jonathon has been in the industry since 2011, about 15 years. More experience than 52% of advisors in San Francisco.
What licenses does Jonathon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathon a fiduciary?
Jonathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathon paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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