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Jonathan Fuimaono

Advisor at Farther — Buckeye, AZ

Updated today

Credentials

Series 66

Experience

8 years

Location

Buckeye, AZ

Farther logo

Farther

Enterprise

Total advisors

329

Across 222 offices

Clients per advisor

44 Low

Avg AUM per client

$972,193 High

HNW client ratio

24% High

About

Jonathan Fuimaono is a financial advisor at Farther with eight years of industry experience. He holds a Series 66 designation and has previously worked at JWM-Prospera Financial Services, Edward Jones, and Morgan Stanley. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, utilizing a mix of ETFs, mutual funds, individual equities, and fixed income.

Client services

Based on Farther

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Based on Farther

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

Flat annual fee basis (negotiable)

Project-based

Negotiable up to $1,000 per hour

Location

See office

Buckeye, AZ

Buckeye AZ

Advisors at this office

1

Most active in

Arizona

Work history

8 years of industry experience

Farther

2026 - Present • 1 year

Buckeye, AZ

JWM-Prospera Financial Services

2021 - 2026 • 5 years

Buckeye, AZ

Edward Jones

2018 - 2021 • 3 years

St Louis, MO

Unemployed

2018 - 2018 • 1 year

Buckeye, AZ

Morgan Stanley

2017 - 2017 • 1 year

Tucson, AZ

The University of Arizona

2014 - 2017 • 3 years

Tucson, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James K

Series 63, Series 65

Goodyear, AZ

Kennon Wealth Management, LLC

James Kennon is the sole advisor at Kennon Wealth Management, LLC in Goodyear, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monticello Investment Services, Inc. and Northwestern Mutual Investment Management before founding his current firm. In addition to his advisory role, he owns and operates the Jim Kennon Financial Network as an insurance agent. Kennon Wealth Management serves individual clients by assisting them with the selection and oversight of third-party money managers rather than directly managing client portfolios. The firm provides ongoing monitoring and coordination while the managing member maintains an active insurance practice alongside his advisory work.

Active portfolio management
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Patrick C

Series 63, Series 65

Buckeye, AZ

Church Capital

Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, AZ. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior roles at LPL Financial and Pacific West Financial Consultants Inc. Church Capital serves individual and high-net-worth clients, as well as a limited number of pension and profit-sharing plans. The firm provides discretionary portfolio management primarily using equities and ETFs, employs technical analysis and both long- and short-term trading, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

General retirement planning
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John W

Series 65

Litchfield Park, AZ

Welch Private Wealth

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Military & Veterans

Christopher C

CFP®, Series 66

Buckeye, AZ

North Wind and Sun Advisory LLC

Christopher Carlton is a CFP® with 15 years of industry experience. He has worked at Edward Jones for 15 years before joining North Wind and Sun Advisory LLC, where he has been since 2026. North Wind and Sun Advisory LLC provides wealth management services to individuals and high-net-worth clients through both discretionary and non-discretionary portfolio management, as well as comprehensive financial planning and consulting. The firm primarily constructs diversified portfolios using low-cost mutual funds and ETFs, while allowing for individual stocks, bonds, and margin transactions when appropriate.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Edwin A

Series 65

Goodyear, AZ

Arete Financial Solutions, LLC

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Options & derivatives strategies College savings (529s, UTMA, etc.)
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Todd T

Series 65

Buckeye, AZ

Rogue Advisors, LLC

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Passive / index investing
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