John
Carson

Northstar Asset Management Company, LLC

CRD#1747733
Investment Advisor
in Blue Bell, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Carson is a financial advisor based in Blue Bell, Pennsylvania, working with Northstar Asset Management Company, LLC. John has previously held positions at Glenmede Trust Company, Northstar Asset Management, LLC, and Northstar Asset Management Company, LLC. John has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, John is part of Northstar Asset Management Company, LLC, which operates out of Blue Bell, Pennsylvania. The firm has 6 employees and manages assets totaling $567.8 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Northstar Asset Management Company, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

488 Norristown Road Suite 142
Blue Bell, PA 19422

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northstar Asset Management Company, LLC Brokerage Details

Total Assets Under Management

$567,779,719

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

385

PA Average: 3,342
Average Account Size

$1,474,753

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

John Carson Work History

2024 - Present (0 year)

Northstar Asset Management Company, LLC

2018 - Present (6 years)

Northstar Asset Management, LLC

2013 - 2018 (5 years)

Glenmede Trust Company

Disclosures

Please visit the SEC profile of John Carson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northstar Asset Management Company, LLC

John Carson
Blue Bell, PA
William Kaeli
Blue Bell, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started