With over 25 years of industry experience, Jeff enjoys working with every client to ensure that there is a comprehensive strategy for their entire holistic financial future - from tax strategies to asset allocation, and everything in between.
Jeff joined Farther in 2023 and was most recently Head of Office at Goldman Sachs Personal Financial Management in Nashville. He began his career at Edward Jones Investments and then launched Kernodle Investment Management as Owner and President, prior to creating Kernodle & Katon Tax and Asset Management.
Outside of work, you can find Jeff spending time with his family, playing tennis, racquetball, running, volunteering, or enjoying a Cardinals baseball game. Giving back to his community and working with charitable organizations has always been a passion of Jeffs. He served on the boards of Searcy Childrens Homes and CrossPointe Preparatory School, has been a member of the Lions Club, and is actively involved in organizations that benefit their local communities.
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 100-499 | |
| States Licensed in: | TN |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Video Conference, Email |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1892104/wiseradvisor-farther-detailed-disclosure.html |
Disclaimer |
| Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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