Joseph Matthews
Managing Member at Farther
Investment adviser representative in San Francisco, CA
From the SEC’s public record of this individual, checked on 17 September 2026.
Joseph Matthews is a managing member of Farther Finance Advisors, LLC, a San Francisco-based SEC-registered investment adviser managing $16.01B. Joseph has been registered through the firm since 8 August 2019, with 9 years in the industry across 3 firms, holds adviser registrations in California, Texas, Texas.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at Farther#
- Title on Schedule A
- Managing Member
- Control
- Schedule A reports this person as a control person of the adviser.
- Ownership
- Schedule A reports the under-5% ownership band (NA). Schedule B separately reports Co-Founder and Chief Executive Officer of Farther Finance Inc., ownership code F and control-person status; code F is not a percentage band.
- Tenure
- Role reported since 04/2019. The indirect role was acquired in April 2019.
The firm
Farther Finance Advisors, LLC$16.01B regulatory AUM · 252 advisory staff · 340 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- Farther Asset Management, Llc27 June 2023 to presentSan Francisco, CA · 3 years · adviser representative only · firm CRD 325807
- Farther8 August 2019 to presentSan Francisco, CA · 7 years · adviser representative only · firm CRD 302050
- Forusall16 June 2017 to 9 December 2019San Francisco, CA · 2 years · adviser representative only · firm CRD 167241
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 15 June 2017, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 8 August 2019 |
| Texas | Investment adviser representative | Approved, resident | 13 May 2021 |
| Texas | Investment adviser representative | Approved | 27 June 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2017 |
- Name
- Uniform Investment Adviser Law Examination
A registration marked resident is the state the adviser lives in, which need not be a state where the firm reports an office. The office above is the one the SEC record gives for this person's current firm.
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Schedule A reports Joseph Taylor Matthews as a control person and Managing Member, with the role acquired in 04/2019. Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Joseph Matthews’s filed role?
Schedule A reports Joseph Taylor Matthews as a control person and Managing Member, with the role acquired in 04/2019.
Source: Form ADV Part 1A, Schedule A
What does IAPD report about Joseph Matthews’s adviser registration?
IAPD reports a current investment-adviser registration through FARTHER beginning 2019-08-08, checked 17 September 2026.
Answered from the records above.
Leadership at Farther#
- Bradley Philip GenserChief Technology OfficerCRD 6372409
- Christopher Cother PowersChief Compliance OfficerCRD 1682585
- Olivia Vaccaro FournierHead of Client ServicesCRD 6578391
- Lindsey Michelle HillCX Team LeadCRD 7264716
- Jacolby Deangelo CrowCX Team LeadCRD 8161530
- Alex Seth PaulDirector, Advisor Investment StrategyCRD 6435641
- David KilinCFOCRD 4550182
- Michael Landon StrattonClient Operations LeadCRD 6216035
- Regina GonzalesSenior Manager, Client ExperienceCRD 2198149
Thor Christopher GouldManaging Director, RIACRD 6453683
Bryan C DalessandroManaging Director, RIACRD 5081148
Jeffery KernodleManaging Director, RIACRD 2948482- Timothy Allen BohnettManaging Director, RIACRD 5862012
- Lindsey Addison HarmonDirector, Advisor ExperienceCRD 6768760
- Daniel Leonardo CuevasSenior Manager, Client TransitionsCRD 2645996
- Stephanie Nicole KobtyClient TransitionsCRD 6791775
- Demi Christine MartinSenior Compliance AssociateCRD 7882469
- John Arthur BarraganExecutive in Residence - Client Experience & OperationsCRD 2941942
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 6077030. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Farther Finance Advisors, LLC, filed 24 August 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Joseph Matthews or Farther Finance Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser.