Jonathan Lore Email & Phone Number
Senior Vice President, Wealth Advisor @ Farther Finance
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Jonathan Lore Location
- Denver, CO, US
Jonathan Lore Work
- Senior Vice President, Wealth Advisor @ (January 2026 - Present)
- Founder and Managing Member @ (November 2025 - Present)
- Senior Financial Advisor and Planner Private Client Premier @ (February 2023 - September 2025)
- Senior Financial Advisor @ (November 2014 - February 2023)
- Sr. Wealth Strategist @ UBS Private Wealth Management (April 2013 - October 2014)
- Sr. Registered Client Service Associate @ UBS Private Wealth Management (November 2008 - April 2013)
- Branch Service Associate @ UBS Private Wealth Management (September 2007 - November 2008)
Jonathan Lore Education
- The University of Kansas
Bachelor's degree (Economics)
2002-2007
Jonathan Lore Skills
- Cross-functional Team Leadership
- Financial Planning
- Wealth Management
- Financial Services
- Risk Management
- Life Insurance
- Strategy
- Project Management
- Analysis
- series 66
- Series 7
- Relationship Management
- Private Banking
- Alternative Investments
- Investment Research
- Consumer Lending
- Client Relations
- Customer Service
- Marketing
- Microsoft Excel
- Strategic Planning
- Hospitals
- Banking
- Nursing
- Business Strategy
- Portfolio Management
- Cross Functional Team Leadership
Jonathan Lore Summary
- Jonathan Lore, based in Denver, CO, US, is currently a Senior Vice President, Wealth Advisor at Farther. Jonathan Lore brings experience from previous roles at Apex Pattern Group, LLC, Empower, Personal Capital and UBS Private Wealth Management. Jonathan Lore holds a 2002 - 2007 Bachelor's degree in Economics @ The University of Kansas. With a robust skill set that includes Cross-functional Team Leadership, Financial Planning, Wealth Management, Financial Services, Risk Management and more. Jonathan Lore has 3 emails and 3 mobile phone numbers on RocketReach.
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