Logan Jones has been an investment adviser representative at Northern Capital Management since August 2023, and is not listed among the firm’s executive officers or direct owners.
Northern Capital Management, Inc. is a Spokane, WA firm with $918M under management, 739 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Logan Jones is Financial Advisor and Financial Planning Specialist of Northern Capital Management. He joined the team in 2023. As a Financial Advisor he conducts meetings with individual clients, plan sponsors and trustees and provides participant education. As Financial Planning Specialist, he provides financial planning assistance to clients and works with the other Financial Advisors on creating and updating financial plans.
Logan Jones’ longest registration is the current one, 3 years at Northern Capital Management since 2023.
- – present · 3 yearsSpokane, WA · Adviser representative · Firm CRD 111379
- Northern Capital Retirement Services, Inc.– · 3 yearsSpokane, WA · Adviser representative · Firm CRD 163327
Professional designations
Listed by Northern Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Logan Jones is registered as an investment adviser representative in 2 states. Each was approved in August 2023.
- TexasSince 17 August 2023
- WashingtonSince 7 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Logan Gregory Jones
- CRD
- 7793019
- Firm
- Northern Capital Management · CRD 111379
- Office
- 2700 SOUTH SOUTHEAST BOULEVARD, SUITE 205, Spokane, WA 99223-4984
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- northernwelcome.com
Where does Logan Jones work?
Logan Jones is an investment adviser representative registered through Northern Capital Management, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Logan Jones a financial advisor?
Yes. Logan Jones has a current investment-adviser registration in Texas and Washington, through Northern Capital Management since August 2023.
How many years of experience does Logan Jones have?
Logan Jones has 3 years in the financial industry, since August 2023, across 2 adviser firms.
What exams has Logan Jones passed?
Logan Jones passed the Series 65 in July 2023.
Where is Logan Jones based?
Logan Jones’ registered office is in Spokane, WA.
Is Logan Jones registered with FINRA?
No. Logan Jones has no current broker registration.
Is Logan Jones a CFP?
Northern Capital Management lists Logan Jones with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Logan Jones’ record?
Search CRD 7793019 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Logan Jones’ full registration record.
