Logan
Jones

Northern Capital Management, Inc

CRD#7793019
Investment Advisor
in Spokane, WA

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About this Advisor

Logan Jones is a financial advisor based in Spokane, Washington, working with Northern Capital Management, Inc. Logan has previously held positions at Northern Capital Management, Inc, Northern Capital Retirement Services, Inc, Fastenal Company, Leprino Foods Company, Eastern Washington University Housing And Residential Life, and Trans-System Inc. Logan has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Logan is part of Northern Capital Management, Inc, which operates out of Spokane, Washington. The firm has 1 office and 11 employees. The firm manages assets totaling $391.0 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Northern Capital Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2700 South Southeast Boulevard Suite 205
Spokane, WA 99223-4984

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Northern Capital Management, Inc Brokerage Details

Total Assets Under Management

$390,992,420

WA Average: $3,566,627,242
Total Number of Employees

11

WA Average: 46
Total Number of Accounts

1,750

WA Average: 1,499
Average Account Size

$223,424

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Logan Jones Work History

2023 - Present (1 year)

Northern Capital Management, Inc

2023 - Present (1 year)

Northern Capital Retirement Services, Inc

2023 - 2023 (< 1 year)

Trans-System Inc

2022 - 2022 (< 1 year)

Fastenal Company

2022 - 2023 (1 year)

Eastern Washington University Housing And Residential Life

2021 - 2022 (1 year)

Fastenal Company

2020 - 2021 (1 year)

Leprino Foods Company

Disclosures

Please visit the SEC profile of Logan Jones 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 Northern Capital Management, Inc

Logan Jones
Spokane, WA
Liam Gamble
Spokane, WA
Michael Stutzke
Spokane, WA
Laura Hail
Spokane, WA
Molly Chase
Spokane, WA
David Holloway
Post Falls, ID
Laurie Silva
Spokane, WA
Michelle Warner
Spokane, WA

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.

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