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James Rafferty Email & Phone Number

Senior Onboarding Operations Associate at Farther
Location: North Richland Hills, Texas, United States 8 work roles 2 schools
1 work email found @schwab.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@schwab.com
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Current company
Farther
Role
Senior Onboarding Operations Associate
Location
North Richland Hills, Texas, United States
Company size
439 employees

Who is James Rafferty? Overview

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Quick answer

James Rafferty is listed as Senior Onboarding Operations Associate at Farther, a with 439 employees, based in North Richland Hills, Texas, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for James Rafferty.

James Rafferty previously worked as Operations Onboarding Associate at Farther and Senior Specialist, Advisor Services - Institutional Group at Charles Schwab. James Rafferty holds Bachelor Of Science In Business Administration, Logistics Management from The Ohio State University Fisher College Of Business.

Company email context

Email format at Farther

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for James Rafferty. Compare company email patterns before reaching out.

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Profile bio

About James Rafferty

James is a member of the Advisor Transition & Success team at Farther. As an Operations Onboarding Associate, he works closely with transitioning advisors to seamlessly move their book of business on to the Farther platform.

Current workplace

James Rafferty's current company

Company context helps verify the profile and gives searchers a useful next step.

Farther
Farther
Senior Onboarding Operations Associate
Dallas, TX, US
Website
farther.com
Employees
439
AeroLeads page
Company profile
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8 roles

James Rafferty work experience

A career timeline built from the work history available for this profile.

Senior Onboarding Operations Associate

Farther

Dallas, Tx, Us

Operations Onboarding Associate

Current
Farther

New York, Ny, Us

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by top-tier venture capital firms, Farther caters to professionals who are building generational wealth and need a more holistic approach to managing their money.

Jun 2024 - Present

Senior Specialist, Advisor Services - Institutional Group

Charles Schwab

Westlake, Texas, Us

• Managed the workflow and projects of independent advisory firms with between $300 million and $2 billion assets under management

Aug 2023 - Apr 2024

Relationship Manager Ii, Advisor Services - Group Teams

Charles Schwab

Westlake, Texas, Us

• Passed the Securities Industry Essentials (SIE) and promoted within 10 months

Nov 2022 - Aug 2023

Relationship Manager - Advisor Services Group

Charles Schwab

Westlake, Texas, Us

• Selected by leadership to serve on the Alternative Investments team with complex cases and promoted within 9 months

Mar 2022 - Nov 2022

Wealth Management Client Associate

Merrill Lynch

New York, Ny, Us

Aug 2021 - Feb 2022

Relationship Banker

Merrill Lynch

New York, Ny, Us

Sep 2020 - Aug 2021
Team & coworkers

Colleagues at Farther

Other employees you can reach at farther.com. View company contacts for 439 employees →

CF Cole Fleming Cole Fleming Colleague at FartherLeland, North Carolina, United States View → EP Eric Passin Eric Passin Colleague at FartherEast Hanover, New Jersey, United States View → JC Jacolby Crow Jacolby Crow Colleague at FartherDallas, Texas, United States View → JE Jerome Ellis-Cruickshank Jerome Ellis-Cruickshank Colleague at FartherEtobicoke, Ontario, Canada View → BF Bonnie Fart Bonnie Fart Colleague at FartherBlairstown, New Jersey, United States View → MD Michael Desantis, Cfp® Michael Desantis, Cfp® Colleague at FartherSanta Clarita, California, United States View → GW Grace Ware Grace Ware Colleague at FartherSan Juan Capistrano, California, United States View → NB Nelson Bradshaw Nelson Bradshaw Colleague at FartherJacksonville, Florida, United States View → SH Silas H. Silas H. Colleague at FartherFort Worth, Texas, United States View → DM Demi Martin, Mba Demi Martin, Mba Colleague at FartherSalt Lake City Metropolitan Area, United States View →
2 education records

James Rafferty education

Bachelor Of Science In Business Administration, Logistics Management

The Ohio State University Fisher College Of Business

Education record

Brighton High School
FAQ

Frequently asked questions about James Rafferty

Quick answers generated from the profile data available on this page.

What company does James Rafferty work for?

James Rafferty works for Farther.

What is James Rafferty's role at Farther?

James Rafferty is listed as Senior Onboarding Operations Associate at Farther.

What is James Rafferty's email address?

AeroLeads has found 1 work email signal at @schwab.com for James Rafferty at Farther.

Where is James Rafferty based?

James Rafferty is based in North Richland Hills, Texas, United States while working with Farther.

What companies has James Rafferty worked for?

James Rafferty has worked for Farther, Charles Schwab, Merrill Lynch, and J.B. Hunt Transport Services, Inc..

Who are James Rafferty's colleagues at Farther?

James Rafferty's colleagues at Farther include Cole Fleming, Eric Passin, Jacolby Crow, Jerome Ellis-Cruickshank, and Bonnie Fart.

How can I contact James Rafferty?

You can use AeroLeads to view verified contact signals for James Rafferty at Farther, including work email, phone, and LinkedIn data when available.

What schools did James Rafferty attend?

James Rafferty holds Bachelor Of Science In Business Administration, Logistics Management from The Ohio State University Fisher College Of Business.

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