Jonathan Lore Email & Phone Number

Senior Vice President, Wealth Advisor @ Farther Finance

5 free lookup(s).
No credit card required.

Jonathan Lore Location

Denver, CO, US

Jonathan Lore Work

2026 - now Senior Vice President, Wealth Advisor @ Farther Finance
2025 - now Founder and Managing Member @ Apex Pattern Group, LLC
2023 - 2025 Senior Financial Advisor and Planner Private Client Premier @ Empower Retirement

2014 - 2023 Senior Financial Advisor @ Personal Capital
View Department
2013 - 2014 Sr. Wealth Strategist @ UBS Group AG
View Department
2008 - 2013 Sr. Registered Client Service Associate @ UBS Group AG
View Department
2007 - 2008 Branch Service Associate @ UBS Group AG

see less

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

see less

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 1 mobile phone numbers on RocketReach.

Jonathan Lore Emails

Found 3 emails

Jonathan Lore Phone Numbers

Found 3 phone numbers

5 free lookup(s).
No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Jonathan Lore?

Find contact details for 700 million professionals.

Search

Top Farther Finance Employees

Roy Satterthwaite

Managing Director at Farther Finance

California, United States
4
- gmail.com
- yahoo.com
- anthropic.com
- farther.com
3
- +1 650-353-XXXX
- +1 925-963-XXXX
- +1 925-519-XXXX
Christian Pierce

Vice President, Wealth Advisor at Farther Finance

New York, NY, US
4
- gmail.com
- sbcglobal.net
- fartherfinance.com
- farther.com
2
- +1 860-877-XXXX
- +1 212-284-XXXX
Olga Raykhelson

Vice President, Wealth Advisor at Farther Finance

New York, NY, US
5+
- aol.com
- gmail.com
- yahoo.com
- hotmail.com
- comcast.net
- fartherfinance.com
- farther.com
5+
- +1 845-279-XXXX
- +1 845-279-XXXX
- +1 973-533-XXXX
- +1 718-864-XXXX
- +1 646-229-XXXX
- +1 917-930-XXXX
David Darby

Managing Director of Investment Strategy at Farther Finance

Palm Beach Gardens, FL, US
2
- farther.com
- dgwealthpartners.com
4
- +1 718-858-XXXX
- +1 347-385-XXXX
- +1 212-204-XXXX
- +1 561-249-XXXX
Allison Dunlap

Managing Director, Wealth Advisor at Farther Finance

Washington, DC, US
1
- farther.com
2
- +1 410-282-XXXX
- +1 202-294-XXXX
Jeffrey Hawkins

Managing Director, Wealth Advisor at Farther Finance

Bend, OR, US
5
- gmail.com
- yahoo.com
- comcast.net
- fartherfinance.com
- farther.com
5+
- +1 925-299-XXXX
- +1 925-658-XXXX
- +1 415-291-XXXX
- +1 415-566-XXXX
- +1 949-999-XXXX
- +1 925-786-XXXX
Lauren Moone

Managing Director at Farther Finance

Pleasanton, CA, US
3
- fartherfinance.com
- gmail.com
- hotmail.com
3
- +1 412-527-XXXX
- +1 925-500-XXXX
- +1 415-291-XXXX
Christopher Powers

Chief Compliance Officer and Strategic Advisor at Farther Finance

Novato, CA, US
4
- fartherfinance.com
- yahoo.com
- gmail.com
- farther.com
5+
- +1 415-212-XXXX
- +1 415-827-XXXX
- +1 415-382-XXXX
- +1 415-883-XXXX
- +1 415-563-XXXX
- +1 415-876-XXXX
Tim Bohnett

Managing Director, RIA at Farther Finance

Phoenix, AZ, US
1
- farther.com
1
- +1 602-616-XXXX
Sutanto Widjaja

Chief Investment Officer, Farther Institutional at Farther Finance

California, United States
4
- rscapital.com
- gmail.com
- fartherfinance.com
- farther.com
1
- +1 650-430-XXXX
Megan Bailey

Vice President at Farther Finance

Dallas, TX, US
4
- gmail.com
- yahoo.com
- farther.com
- fartherfinance.com
5+
- +1 214-438-XXXX
- +1 913-549-XXXX
- +1 212-719-XXXX
- +1 913-681-XXXX
- +1 949-338-XXXX
- +1 214-399-XXXX

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.