Jonathan Farber has been Founding Member of Passive Capital Management since December 2006, is a control person of the firm and directly owns between 25% and 50% of it. Jonathan Farber studied at Oregon State University.
Passive Capital Management, LLC is a Syracuse, NY firm with $997M under management, 424 clients and 8 advisers across 3 offices, as of its January 2026 filing.
Jonathan Farber is a founding member of Passive Capital Management, LLC. Before founding the firm in 2006, he provided institutional equity research to institutions in Boston, New York, Philadelphia, Milwaukee, and Chicago while serving as Managing Director at Alex. Brown & Sons, Banker's Trust Alex. Brown, Deutsche Bank, and Wachovia.
- – present · 19 yearsBaltimore, MD · Adviser representative · Firm CRD 142870
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 March 1990 |
| Series 7 | General Securities Representative Examination | 19 August 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Ennis Farber
- CRD
- 1933511
- Firm
- Passive Capital Management · CRD 142870
- Role
- Founding Member
- Office
- 2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passivecapital.com
Where does Jonathan Farber work?
Jonathan Farber has been Founding Member of Passive Capital Management, LLC since December 2006, and is a control person of the firm.
Is Jonathan Farber a financial advisor?
Yes. Jonathan Farber has a current investment-adviser registration, through Passive Capital Management since March 2007.
How many years of experience does Jonathan Farber have?
Jonathan Farber has 19 years in the financial industry, since March 2007, across 1 adviser firm.
What exams has Jonathan Farber passed?
Jonathan Farber has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1989.
Where is Jonathan Farber based?
Jonathan Farber’s registered office is in Baltimore, MD.
Is Jonathan Farber registered with FINRA?
No. Jonathan Farber has no current broker registration.
How can I verify Jonathan Farber’s record?
Search CRD 1933511 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Farber’s full registration record.
