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Jonathan Lore

Senior Vice President, Wealth Advisor at Farther

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Career history

  1. Senior Vice President, Wealth AdvisorJan 2026 to PresentFarther
  2. Founder/Managing MemberNov 2025 to PresentApex Pattern Group, LLC
  3. Senior Financial Advisor & Planner Private Client PremierFeb 2023 to Sep 2025Empower
  4. Senior Financial AdvisorNov 2014 to Feb 2023Personal Capital
  5. Sr. Wealth StrategistApr 2013 to Oct 2014UBS Private Wealth Management
  6. Sr. Registered Client Service AssociateNov 2008 to Apr 2013UBS Private Wealth Management
  7. Branch Service AssociateSep 2007 to Nov 2008UBS Private Wealth Management

Education

  1. Bachelor's degree, Economics2002 - 2007The University of Kansas

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