Jonathan A Landry
Investment adviser representative at 44 North Capital, LLC
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$125.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- 44 North Capital, LLCSep 2023 to now
- Bank of America, N.A.Feb 2012 to Sep 2023
- Merrill LynchNov 2011 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, MA, VT).
44 North Capital, LLC
$125.1MAssets managed
438Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6004737
- Firm CRD
- 327552