Logan
Jones

Northern Capital Management, Inc

CRD#7793019
Investment Advisor
in Spokane, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

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.

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
Laura Hail
Spokane, WA
Michael Stutzke
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.

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