Northern Trust Investments, Inc
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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
Years of Experience
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Northern Trust Investments, Inc Brokerage Details
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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
Sierra Jones Work History
Sierra has 12 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Robert W. Baird
Omaha Community Service Foundation
Doane College Office Of Admission
Doane College Student Media
Holdrege Country Club
Bertrand Community Schools
Sierra Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc
West Palm Beach, FL