Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B
Fee Structure
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Contact
Jon L Aldrich
Location
6870 Rote Rd., Suite 101, Rockford, IL, 61107
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Farther
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Focus Financial Advisors
September 2018 - December 2024 · 6 yrs 3 mos
Focus Financial Advisors, INC.
January 2008 - August 2018 · 10 yrs 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Additional Information
We are a Registered Investment Advisor (RIA) that is required to act as a fiduciary for our clients. This means we are required to adhere to a strict standard and always place the interests of the client ahead of those of the firm. We have been helping clients since 1984.
Contact
Jon L Aldrich