Jonathon Mason

Vice President, Wealth Advisor
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Areas of Expertise

Tax Strategies
Asset Allocation
Retirement Planning
Philanthropy
Estate Planning

Qualifications & Experience

  • BA in Finance, University of Cincinnati
  • Series 7, 66
  • Ohio Life Insurance License
Cincinnati, OH

Media

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Words to Live By

In a world that's changing so quickly, the biggest risk you can take is not taking any risk.
Peter Thiel

Client Experience Professionals

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Team Members

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About

Jonathon has dedicated his career to finance – with experience that spans investments, retirement, and tax planning. 

Prior to joining Farther, Jonathon held roles as portfolio manager and equity analyst at Harbour Financial Group. He is an avid tech researcher and enjoys remaining updated on cutting-edge technologies. Jonathon received his finance degree from the University of Cincinnati’s Lindner School of Business, where he was a member of the AEPi fraternity. 

Based in Cincinnati, OH, Jonathon serves on the board of Angels’ Castle, a non-profit that focuses on empowering individuals on the autism spectrum. He enjoys international travel and immersing himself in different cultures – with a particular fascination for the way in which different economies function.