# JONATHAN DAVID LEIDY

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FARTHER FINANCE ADVISORS, LLC](https://search.stillhousedata.com/firm/302050) | 2026-01-08 | present | Yes |
| [PORTICO WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/151794) | 2010-01-19 | 2026-02-06 | — |
| [TAMALPAIS WEALTH ADVISORS](https://search.stillhousedata.com/firm/133629) | 2009-05-27 | 2009-11-19 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2001-05-14 | 2005-04-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4192876)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4192876.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.