JM

Jessica Ann Moody

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
785 clients
Average Client Portfolio
$458K average
Assets Under Management
$359.9M

Fee Structure

Financial Planning:Investment management only

Northland Asset Management provides Advisory Research Services for a cash fee. There is no set fee schedule; fees are determined on a negotiated basis and invoiced in arrears. Fees are due upon receipt.

Areas of Practice
Investment Management
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Advisor Information

Office location

150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northland Asset Management
June 2012 - Present · 13 yrs 7 mos
Northland Securities, INC. Broker
February 2012 - Present · 13 yrs 11 mos
Previous Registrations
Northland Asset Management
March 2012 - June 2012 · 3 mos
Wells Fargo Advisors, LLC Broker
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLC
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Investments, LLC
April 2010 - January 2011 · 9 mos
Wells Fargo Investments, LLCBroker
April 2010 - January 2011 · 9 mos
Edward Jones
March 2008 - March 2009 · 1 yr
Edward Jones Broker
February 2008 - March 2009 · 1 yr 1 mo
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.