Unclaimed Profile

Jonathan Ennis Farber

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

Series 7, Series 63, Series 65Clean record19 years registeredPASSIVE CAPITAL MANAGEMENT, LLC

SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 1933511Firm CRD# 142870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Ennis Farber · SYRACUSE, NY

Registration

CRD #1933511 · PASSIVE CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PASSIVE CAPITAL MANAGEMENT, LLC

Mar 2007 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870 · SEC 801-68774

AUM

$864M

Regulatory assets under management

Employees

368 client accounts

Services offered by PASSIVE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Ennis Farber offer?

Jonathan Ennis Farber specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Jonathan Ennis Farber's credentials?

Jonathan Ennis Farber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Ennis Farber located?

Jonathan Ennis Farber is based in SYRACUSE, New York, working with PASSIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Jonathan Ennis Farber charge for services?

Jonathan Ennis Farber's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PASSIVE CAPITAL MANAGEMENT, LLC?

PASSIVE CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $864M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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