Ethan Michael Jones
Investment adviser representative at Northcoast Asset Management LLC
10 yearsExperience
1 stateRegistered in
$5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Northcoast Asset Management LLCMar 2025 to now
- Kovitz Investment Group Partners, LLCOct 2024 to now
- Gw&k Investment ManagementDec 2022 to Oct 2024
- Charles SchwabJul 2021 to Dec 2022
- University of North FloridaAug 2020 to Jun 2021
- Flagler CollegeAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 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
- 7417523
- Firm CRD
- 282241