Jonathan Lore Email & Phone Number
Senior Vice President, Wealth Advisor @ Farther Finance
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathan Lore Location
- Denver, CO, US
Jonathan Lore Work
- 2026 -now Senior Vice President, Wealth Advisor @
- 2025 -now Founder and Managing Member @
- 2023 -2025 Senior Financial Advisor and Planner Private Client Premier @
- 2014 -2023 Senior Financial Advisor @
- 2013 -2014 Sr. Wealth Strategist @
- 2008 -2013 Sr. Registered Client Service Associate @
- 2007 -2008 Branch Service Associate @
Jonathan Lore Education
- 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 @ 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.
Looking for a different Jonathan Lore?
Find contact details for 700 million professionals.
Top Farther Finance Employees
Louis Llanes
Senior Vice President of Wealth Management
Austin, TX, US
Margie Carpenter
SVP Wealth Advisor
New York, NY, US
Taylor Matthews
Founder
El Granada, CA, US
David Darby
Managing Director of Investment Strategy
Palm Beach Gardens, FL, US
Sutanto Widjaja
Chief Investment Officer, Farther Institutional
California, United States
Christian Pierce
Vice President, Wealth Advisor
New York, NY, US
Jeffrey Hawkins
Managing Director, Wealth Advisor
Bend, OR, US
Allison Dunlap
Managing Director, Wealth Advisor
Washington, DC, US
Olga Raykhelson
Vice President, Wealth Advisor
New York, NY, US
Jordan Soclof
Managing Director, Wealth Advisor
New York, NY, US
Tim Bohnett
Managing Director, RIA
Phoenix, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co