JONATHAN DAVID LEIDY is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with FARTHER FINANCE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FARTHER FINANCE ADVISORS, LLC | 2026-01-08 | present | Yes |
| PORTICO WEALTH ADVISORS, LLC | 2010-01-19 | 2026-02-06 | — |
| TAMALPAIS WEALTH ADVISORS | 2009-05-27 | 2009-11-19 | — |
| CHARLES SCHWAB & CO., INC. | 2001-05-14 | 2005-04-18 | — |