Jonathan Lore

Senior Vice President, Wealth Advisor at Farther

Experience

1. Senior Vice President, Wealth Advisor

   FartherJan 2026 to Present
2. Founder/Managing Member

   Apex Pattern Group, LLCNov 2025 to Present
3. Senior Financial Advisor & Planner Private Client Premier

   EmpowerFeb 2023 to Sep 2025
4. Senior Financial Advisor

   Personal CapitalNov 2014 to Feb 2023
5. Sr. Wealth Strategist

   UBS Private Wealth ManagementApr 2013 to Oct 2014
6. Sr. Registered Client Service Associate

   UBS Private Wealth ManagementNov 2008 to Apr 2013
7. Branch Service Associate

   UBS Private Wealth ManagementSep 2007 to Nov 2008

Education

• The University of Kansas · Bachelor's degree, Economics2002 - 2007

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