Sierra
Jones

Northern Trust Investments, Inc

CRD#6459679
Investment Advisor
in Tempe, AZ

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About this Advisor

Sierra Jones is an advisor in Tempe, Arizona. Currently an advisor at Northern Trust Investments, Inc, Jones has 12 years of work experience in the financial advisory industry. Jones has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Jones can serve customers based out of Arizona. Their career trajectory has included roles at Doane College Office Of Admission, Doane College Student Media, Holdrege Country Club, Robert W. Baird, Northern Trust Securities, Inc, B2Interactive, Omaha Community Service Foundation, Doane College, Bertrand Community Schools and Athleta. Northern Trust Investments, Inc is headquartered in Tempe, Arizona, and operates out of six other brick-and-mortar locations in the nation. As a company, Northern Trust Investments, Inc oversees $837 billion in assets throughout 34,287 accounts and employs more than 562 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 88% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Northern Trust Investments, Inc provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm may charge clients asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

2160 East Elliot Road
Tempe, AZ 85284

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$806,621,804,542

AZ Average: $6,674,516,078
Total Number of Employees

573

AZ Average: 44
Total Number of Accounts

35,793

AZ Average: 2,564
Average Account Size

$22,535,742

AZ Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Sierra Jones Work History

Sierra has 12 years of experience.

2017 - Present (3 years)

Northern Trust Securities, Inc

2017 - Present (3 years)

Northern Trust Bank

2015 - Present (5 years)

Athleta

2015 - 2017 (2 years)

Robert W. Baird

2014 - 2015 (1 year)

B2Interactive

2013 - 2013 (< 1 year)

Omaha Community Service Foundation

2012 - 2014 (2 years)

Doane College Office Of Admission

2011 - 2013 (2 years)

Doane College Student Media

2010 - 2014 (4 years)

Holdrege Country Club

2010 - 2014 (4 years)

Doane College

2006 - 2010 (4 years)

Bertrand Community Schools

Disclosures

Sierra Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

Ronald Francisco
Tempe, AZ
Michelle Stewart
Tempe, AZ
Desi Berry
Tempe, AZ
Sierra Jones
Tempe, AZ
Terry Weissberg
West Palm Beach, FL
James Thompson
Tempe, AZ
Erik Spano
Tempe, AZ
Douglas Brown
Tempe, AZ

This content was compiled from the SEC and FINRA.

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