Logan Gregory Jones
Investment adviser representative at Northern Capital Management, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$918.2MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Northern Capital Management, Inc.Jul 2023 to now
- Northern Capital Retirement Services, Inc.Jul 2023 to Sep 2026
- Trans-system Inc.May 2023 to Jul 2023
- Eastern Washington University Housing and Residential LifeAug 2022 to Jun 2023
- Fastenal CompanyJun 2022 to Aug 2022
- UnemployedJan 2022 to Jun 2022
- Fastenal CompanyMay 2021 to Jan 2022
- Leprino Foods CompanyOct 2020 to May 2021
- UnemployedJul 2013 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Northern Capital Management, Inc.
$918.2MAssets managed
739Clients
10Advisers
32 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
- 7793019
- Firm CRD
- 111379