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Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Northfront Financial USA Inc
Supported
Total advisors
2Clients per advisor
17 LowAvg AUM per client
$340,912 LowHNW client ratio
0% Very LowJeffrey Ady is a Series 65-licensed financial advisor with Northfront Financial USA Inc, bringing seven years of industry experience including prior roles at Raymond James Ltd and Northfront Financial Inc. He holds directorships in multiple companies, including Grizzlytrek Group Ltd and Ady Locking Corp, and serves as President and Managing Partner of Northfront Insurance Corp. Northfront Financial USA Inc provides portfolio management services primarily to high-net-worth individuals, operating a wrap fee program with a diversified, long-term investment approach that integrates fundamental, technical, and quantitative analysis tailored to each client’s risk tolerance and objectives.
Based on Northfront Financial USA Inc
$0 - $500,000: 2.50% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Arizona · Texas
2 years of industry experience
Northfront Financial USA Inc
2024 - Present • 2 years
Calgary
Northfront Financial Inc.
2019 - Present • 7 years
Calgary
Raymond James Ltd
2012 - 2019 • 7 years
Calgary
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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