Jason Brown is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with 16 years of experience spanning wealth management, banking, insurance, and Medicare. He specializes in comprehensive financial planning, with a specific focus on helping families educate the next generation. By combining multi-generational planning with financial education, Jason equips families with the clarity and control they need to build and preserve a lasting legacy.
Throughout his career, Jason has developed his expertise at leading financial institutions, including Fisher Investments, Fidelity Investments, and Wells Fargo. He holds a Series 66 license and earned a Bachelor's degree in business management with a focus in finance from Brigham Young University–Idaho.
Originally from Virginia, Jason now lives in Dallas with his wife of 16 years and their seven children. Outside the office, he spends his time gardening, landscaping, and woodworking.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
