Logan Jones (CRD# 7793019) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has 1 year of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Capital Management, Inc. | Spokane, WA | Jul 2023 - Current | < 1 |
| Northern Capital Retirement Services, Inc. | Spokane, WA | Jul 2023 - Current | < 1 |
| Trans-system Inc. | Cheney, WA | May 2023 - Jul 2023 | < 1 |
| Eastern Washington University Housing And Residential Life | Cheney, WA | Aug 2022 - Jun 2023 | < 1 |
| Fastenal Company | Lemoore, CA | Jun 2022 - Aug 2022 | < 1 |
| Unemployed | Cheney, WA | Jan 2022 - Jun 2022 | < 1 |
| Fastenal Company | Spokane, WA | May 2021 - Jan 2022 | < 1 |
| Leprino Foods Company | Lemoore, CA | Oct 2020 - May 2021 | < 1 |
| Unemployed | Cheney, WA | Sep 2020 - Oct 2020 | < 1 |
| Unemployed | Lemoore, CA | Jun 2020 - Sep 2020 | < 1 |
| Unemployed | Lemoore, CA | Jul 2013 - Jun 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- TX
- WA
-
Total Assets Under Management391MILLIONS
-
Total Number of Accounts1,750ACCOUNTS
-
Average Account Value$223,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other
AZ, CA, FL, ID, LA, MT, NE, OR, TX, WA
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